A detailed history of Private Wealth Asset Management, LLC transactions in Cohen & Steers Tax Advantaged Preferred Securities & Income Fund stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 500 shares of PTA stock, worth $9,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Holding current value
$9,625
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$19.17 - $20.25 $9,585 - $10,125
500 New
500 $9.72 Million

Others Institutions Holding PTA

About Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund


  • Ticker PTA
  • Exchange NYSE
More about PTA
Track This Portfolio

Track Private Wealth Asset Management, LLC Portfolio

Follow Private Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Asset Management, LLC with notifications on news.