Cohen & Steers Tax Advan P shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Cohen & Steers Tax Advan P (PTA) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Cohen & Steers Tax Advan P
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Quarterly reported holdings in Cohen & Steers Tax Advan P by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $430k | 24k | 18.01 |
| 2023-09-30 | $448k | 26k | 17.47 |
| 2023-06-30 | $442k | 25k | 17.43 |
| 2023-03-31 | $471k | 26k | 17.87 |
| 2022-12-31 | $493k | 28k | 17.67 |
| 2022-09-30 | $512k | 28k | 18.11 |
| 2022-03-31 | $608k | 28k | 21.97 |