MWM
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Maridea Wealth Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Maridea Wealth Management’s Portfolio UTF Stock Details UTF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$609K Buy
22,585
+344
+2% +$9.27K 0.16% 125
2025
Q1 		$568K Buy
22,241
+359
+2% +$9.17K 0.19% 107
2024
Q4 		$526K Buy
+21,882
New +$526K 0.17% 104