Modern Wealth Management, LLC Cohen & Steers Total Return Realty Fund Inc Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Cohen & Steers Total Return Realty Fund Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,533 shares of RFI stock, worth $150,044. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,533
Previous 10,893
5.88%
Holding current value
$150,044
Previous $127 Million
5.06%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding RFI
# of Institutions
72Shares Held
5.07MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.51MShares$19.7 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC767KShares$9.97 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ418KShares$5.44 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA339KShares$4.41 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.305KShares$3.97 Million0.01% of portfolio
About COHEN & STEERS TOTAL RETURN REALTY FUND INC
- Ticker RFI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Cohen & Steers Total Return Realty Fund, Inc. is a closed-ended equity mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the real estate sector, including...