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Cohen & Steers Tax Advan P shares owned by Glassman Wealth Services

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

Historical chart of Glassman Wealth Services investment in Cohen & Steers Tax Advan P

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All positions including Cohen & Steers Tax Advan P held by Glassman Wealth Services 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 Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.2k 217 19.44

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Top funds holding Cohen & Steers Tax Advan P

UBS Group
Royal Bank of Canada
Raymond James Financial
Rockefeller Capital Management
HPM Partners
Stifel Financial
Polar Securities
CI Private Wealth
Wells Fargo & Company
Wedbush Morgan Securities
Shaker Financial Services
LPL Financial
Oppenheimer & Co
Citadel Advisors
Lido Advisors

View all funds holding Cohen & Steers Tax Advan P