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Cohen & Steers Tax Advan P shares owned by Pettinga Financial Advisors

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

Historical chart of Pettinga Financial Advisors investment in Cohen & Steers Tax Advan P

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All positions including Cohen & Steers Tax Advan P held by Pettinga Financial Advisors 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 Pettinga Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $534k 26k 20.41
2025-06-30 $1.3M 64k 19.80
2025-03-31 $1.3M 65k 19.44
2024-12-31 $1.5M 79k 19.22
2024-06-30 $330k 17k 19.85
2024-03-31 $330k 17k 19.61
2023-12-31 $1.7M 97k 18.01

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View all positions for Pettinga Financial Advisors

Top funds holding Cohen & Steers Tax Advan P

Morgan Stanley
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

View all funds holding Cohen & Steers Tax Advan P