Independent Advisor Alliance »

Cohen & Steers Tax Advan P shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 81k 18.74
2024-12-31 $604k 31k 19.22

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

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
Shaker Financial Services
Stifel Financial
Independent Advisor Alliance
Fifth Third Bancorp
Wedbush Morgan Securities
Rareview Capital
First Trust Advisors
LPL Financial

View all funds holding Cohen & Steers Tax Advan P