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Cohen & Steers Tax Advan P shares owned by Mark Sheptoff Financial Planning

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

Historical chart of Mark Sheptoff Financial Planning investment in Cohen & Steers Tax Advan P

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All positions including Cohen & Steers Tax Advan P held by Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.8k 300 19.18

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Top funds holding Cohen & Steers Tax Advan P

Morgan Stanley
Bank of America Corporation
UBS Group
Royal Bank of Canada
Raymond James Financial
Rockefeller Capital Management
Stifel Financial
Lido Advisors
Shaker Financial Services
Pettinga Financial Advisors
Fifth Third Bancorp
First Trust Advisors
LPL Financial
Wedbush Morgan Securities
Oppenheimer & Co

View all funds holding Cohen & Steers Tax Advan P