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Cohen & Steers Slt Pfd Incm shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Cohen & Steers Slt Pfd Incm (PSF) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Cohen & Steers Slt Pfd Incm

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Slt Pfd Incm held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Slt Pfd Incm by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 11k 21.44
2024-06-30 $220k 11k 19.78
2024-03-31 $223k 11k 19.99

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Cohen & Steers Slt Pfd Incm

Morgan Stanley
Baldwin Brothers
Cornerstone Advisory
Invesco
Guggenheim Capital, LLC Managers
Raymond James & Associates
Shaker Financial Services
Kestra Private Wealth Services
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Kestra Advisory Services
Gridiron Partners
Bank of America Corporation
Branch Banking & Trust Company

View all funds holding Cohen & Steers Slt Pfd Incm