Modern Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Modern Wealth Management’s Portfolio RNP Stock Details RNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Sell
2025 Q1	$287K	Sell
2024 Q4	$287K	Buy