NWMG
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National Wealth Management Group’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

National Wealth Management Group’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$245K Buy
9,589
+554
+6% +$14.2K 0.16% 126
2024
Q4 		$217K Buy
+9,035
New +$217K 0.14% 133