Physician Wealth Advisors, Inc. - COHEN & STEERS SLT PFD INCM ownership

COHEN & STEERS SLT PFD INCM's ticker is PSF and the CUSIP is 19248Y107. A total of 47 filers reported holding COHEN & STEERS SLT PFD INCM in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of COHEN & STEERS SLT PFD INCM
ValueSharesWeighting
Q3 2023$260,319
-3.8%
14,8330.0%0.07%0.0%
Q2 2023$270,702
+3.3%
14,8330.0%0.07%
-2.9%
Q1 2023$262,099
-15.0%
14,8330.0%0.07%
-16.9%
Q4 2022$308,526
+13.8%
14,8330.0%0.08%0.0%
Q3 2022$271,000
-16.6%
14,8330.0%0.08%
-11.7%
Q2 2022$325,000
-39.5%
14,833
-39.5%
0.09%
-34.3%
Q1 2022$537,000
-17.8%
24,5000.0%0.14%
-16.4%
Q4 2021$653,000
-5.5%
24,5000.0%0.17%
-10.0%
Q3 2021$691,000
-10.5%
24,5000.0%0.19%
-14.0%
Q2 2021$772,000
+11.9%
24,5000.0%0.22%
-1.3%
Q1 2021$690,000
+3.1%
24,5000.0%0.22%
-1.8%
Q4 2020$669,000
+8.8%
24,5000.0%0.23%
-7.7%
Q3 2020$615,000
-7.0%
24,5000.0%0.25%
-7.1%
Q2 2020$661,00024,5000.27%
Other shareholders
COHEN & STEERS SLT PFD INCM shareholders Q3 2021
NameSharesValueWeighting ↓
GARRISON BRADFORD & ASSOCIATES INC 33,551$901,0000.88%
VSR Financial Services, Inc. 111,812$3,001,0000.50%
FAGAN ASSOCIATES, INC. 15,115$406,0000.26%
BALDWIN BROTHERS LLC/MA 13,750$369,0000.08%
WEDBUSH SECURITIES INC 10,003$268,0000.04%
Sheaff Brock Investment Advisors, LLC 9,454$254,0000.03%
American Research & Management Co. 3,100$83,0000.03%
Capital Investment Advisors, LLC 11,929$320,0000.03%
Geneos Wealth Management Inc. 3,200$87,0000.01%
BB&T SECURITIES, LLC 28,844$774,0000.01%
View complete list of COHEN & STEERS SLT PFD INCM shareholders