CWM »

Cohen & Steers Tax Advan P shares owned by CWM

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

Historical chart of CWM investment in Cohen & Steers Tax Advan P

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cohen & Steers Tax Advan P by CWM

Quarter filed Position value Share count Share price at filing
2026-03-31 $35k 1.9k 18.74
2023-06-30 $2.0k 126 15.87
2022-12-31 $0 22 0.00
2022-09-30 $0 22 0.00
2022-06-30 $0 22 0.00

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr Index Shs Fds State Street Spd (SPDW)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for CWM

Top funds holding Cohen & Steers Tax Advan P

Morgan Stanley
Bank of America Corporation
UBS Group
Royal Bank of Canada
Raymond James Financial
Logan Stone Capital
Rockefeller Capital Management
Stifel Financial
Shaker Financial Services
Pettinga Financial Advisors
Independent Advisor Alliance
Fifth Third Bancorp
First Trust Advisors
LPL Financial
Wedbush Morgan Securities

View all funds holding Cohen & Steers Tax Advan P