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Cohen & Steers Tax Advan P shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings investment in Cohen & Steers Tax Advan P

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All positions including Cohen & Steers Tax Advan P held by Equitable Holdings 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 Equitable Holdings

Quarter filed Position value Share count Share price at filing
2024-06-30 $241k 12k 19.85
2024-03-31 $218k 11k 19.61
2023-06-30 $264k 15k 17.43
2023-03-31 $343k 19k 17.87

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Select Sector Spdr Tr Technology (XLK)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Equitable Holdings

Top funds holding Cohen & Steers Tax Advan P

Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Raymond James & Associates
Stifel Financial
HPM Partners
Bryn Mawr Trust
Sanctuary Advisors
CI Private Wealth
Rockefeller Capital Management
Wedbush Morgan Securities
Oppenheimer & Co
Raymond James Financial Services Advisors
LPL Financial
Lido Advisors

View all funds holding Cohen & Steers Tax Advan P