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LWM Advisory Services’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

LWM Advisory Services’s Portfolio UTF Stock Details UTF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,467
Closed -$28.7K – 148
2023
Q3 		$28.7K Buy
+1,467
New +$28.7K 0.03% 105