EverSource Wealth Advisors, LLC - COHEN & STEERS TAX ADVAN PFD ownership

COHEN & STEERS TAX ADVAN PFD's ticker is PTA and the CUSIP is 19249X108. A total of 46 filers reported holding COHEN & STEERS TAX ADVAN PFD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of COHEN & STEERS TAX ADVAN PFD
ValueSharesWeighting
Q2 2023$1,621
-2.5%
930.0%0.00%
Q1 2023$1,662
+1.2%
930.0%0.00%
Q4 2022$1,643
-17.8%
930.0%0.00%
Q3 2022$2,000930.00%
Other shareholders
COHEN & STEERS TAX ADVAN PFD shareholders Q3 2022
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