LVZ, Inc. - COHEN & STEERS CLOSED END OP ownership

Quarter-by-quarter ownership
LVZ, Inc. ownership history of COHEN & STEERS CLOSED END OP
ValueSharesWeighting
Q3 2023$147,937
-3.9%
14,3350.0%0.02%
+14.3%
Q2 2023$153,958
-2.0%
14,3350.0%0.02%
-8.7%
Q1 2023$157,112
+4.9%
14,3350.0%0.02%0.0%
Q4 2022$149,801
+18.9%
14,335
+10.3%
0.02%
+4.5%
Q3 2022$126,00013,0000.02%
Other shareholders
COHEN & STEERS CLOSED END OP shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Alternatives, Inc 46,487$479,7460.44%
SILVERLAKE WEALTH MANAGEMENT LLC 44,237$456,5210.26%
Shaker Financial Services, LLC 51,456$531,0260.25%
SFI Advisors, LLC 12,990$134,0570.13%
Lokken Investment Group LLC 13,520$139,5260.09%
Independent Wealth Network Inc. 12,954$133,6850.08%
L.M. KOHN & COMPANY 14,287$147,4440.05%
Sargent Investment Group, LLC 15,085$155,6770.04%
Johnson Midwest Financial, LLC 1,495$15,4290.04%
ICA Group Wealth Management, LLC 11,895$122,7570.03%
View complete list of COHEN & STEERS CLOSED END OP shareholders