Number of Shares
62,075.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
0.69%
Total Estimate Gain
$32,899.75
% of Total Estimate Gain
2.12%

SK Wealth Management, LLC's Cohen & Steers Preferred and Income Opportunities Active ETF Holding Summary

As of 2025-06-30, SK Wealth Management, LLC held 62,075.00 shares of Cohen & Steers Preferred and Income Opportunities Active ETF(CSPF), totaling $1.59 Mil. This investment constitutes 0.69% of their stock portfolio, and SK Wealth Management, LLC now holds -% of the outstanding Cohen & Steers Preferred and Income Opportunities Active ETF(CSPF) stock.

The initial trade took place in 2025Q2. And since then SK Wealth Management, LLC has made 1 purchases of CSPF, at an average price of $25.02, for a total of 62,075.00 shares. Based on historical transaction data and CSPF's current price of $25.55, SK Wealth Management, LLC's estimated gain on his CSPF holdings is $32,899.75, reflecting a 2.12% gain to date.

SK Wealth Management, LLC CSPF ($25.55) Holding Chart

SK Wealth Management, LLC CSPF ($25.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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