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Cohen & Steers Slt Pfd Incm shares owned by McClarren Financial Advisors

Quarter-by-quarter ownership of Cohen & Steers Slt Pfd Incm (PSF) shares owned by McClarren Financial Advisors from 13F filings

Historical chart of McClarren Financial Advisors 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 McClarren Financial Advisors 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 McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.0k 19 52.63

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
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Vanguard World Mega Cap Index (MGC)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for McClarren Financial Advisors

Top funds holding Cohen & Steers Slt Pfd Incm

UBS Group
Guggenheim Capital, LLC Managers
Invesco
Baldwin Brothers
Raymond James Financial
Smith Asset Management
Kestra Private Wealth Services
LPL Financial
Shaker Financial Services
Royal Bank of Canada
Merit Financial Group
Fiera Capital Corporation
Sit Investment Associates
Harbour Investments
Advisor Group Holdings

View all funds holding Cohen & Steers Slt Pfd Incm