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Cohen & Steers Tax Advan P shares owned by Zrc Wealth Management

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

Historical chart of Zrc 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 Zrc 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $29k 1.5k 19.18

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Top funds holding Cohen & Steers Tax Advan P

Morgan Stanley
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Rockefeller Capital Management
Stifel Financial
Shaker Financial Services
Pettinga Financial Advisors
Independent Advisor Alliance
Fifth Third Bancorp
First Trust Advisors
LPL Financial
Wedbush Morgan Securities

View all funds holding Cohen & Steers Tax Advan P