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Walled Lake Planning & Wealth Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Walled Lake Planning & 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 		$331K Buy
12,275
+4,025
+49% +$108K 0.11% 98
2025
Q1 		$211K Buy
+8,250
New +$211K 0.07% 125