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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
2024-03-31 $1.0M 52k 19.33

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Top funds holding Cohen & Steers Tax Advan P

Morgan Stanley
Bank of America Corporation
UBS Group
Royal Bank of Canada
Sit Investment Associates
Amundi
Stifel Financial
HPM Partners
Relative Value Partners
LexAurum Advisors
Wedbush Morgan Securities
Oppenheimer & Co
Rockefeller Capital Management
CI Private Wealth
Shaker Financial Services

View all funds holding Cohen & Steers Tax Advan P