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Cohen & Steers Tax Advan P shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth Management 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 Rsm Us Wealth Management 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 12k 18.74
2024-09-30 $364k 17k 21.07
2024-06-30 $344k 17k 19.93

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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
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