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Cohen & Steers Tax Advan P shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic Wealth investment in Cohen & Steers Tax Advan P

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All positions including Cohen & Steers Tax Advan P held by Journey Strategic 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 12k 21.04
2024-06-30 $263k 13k 19.85

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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