Cerity Partners LLC - COHEN & STEERS TAX ADVAN PFD ownership

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of COHEN & STEERS TAX ADVAN PFD
ValueSharesWeighting
Q3 2023$1,747,000
-2.2%
100,000
-2.4%
0.01%
+14.3%
Q2 2023$1,786,575
-2.9%
102,500
-0.5%
0.01%
+75.0%
Q1 2023$1,840,610
+1.1%
103,0000.0%0.00%
-66.7%
Q4 2022$1,820,010103,0000.01%
Other shareholders
COHEN & STEERS TAX ADVAN PFD shareholders Q4 2023
NameSharesValueWeighting ↓
LexAurum Advisors, LLC 85,847$1,534,0840.51%
SIT INVESTMENT ASSOCIATES INC 688,525$12,3040.33%
Claybrook Capital, LLC 30,634$547,4300.31%
1607 Capital Partners, LLC 88,600$1,583,2820.11%
Activest Wealth Management 6,662$115,2580.07%
Relative Value Partners Group, LLC 101,496$1,813,7340.06%
WEDBUSH SECURITIES INC 61,067$1,0910.06%
RFG Advisory, LLC 31,746$567,2930.03%
Virtu Financial LLC 12,310$2200.02%
UBS Group AG 2,188,958$39,116,6790.01%
View complete list of COHEN & STEERS TAX ADVAN PFD shareholders