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Cohen & Steers Tax Advan P shares owned by CI Private Wealth

Quarter-by-quarter ownership of Cohen & Steers Tax Advan P (PTA) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Cohen & Steers Tax Advan P

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All positions including Cohen & Steers Tax Advan P held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Tax Advan P by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 64k 20.41
2025-06-30 $1.3M 65k 19.80
2025-03-31 $1.0M 53k 19.44
2024-12-31 $1.1M 57k 19.22
2024-09-30 $1.3M 61k 21.04
2024-06-30 $1.1M 56k 19.85
2024-03-31 $1.0M 52k 19.33