Activest Wealth Management Cohen & Steers Tax Advantaged Preferred Securities & Income Fund Transaction History
Activest Wealth Management
- $479 Million
- Q3 2025
A detailed history of Activest Wealth Management transactions in Cohen & Steers Tax Advantaged Preferred Securities & Income Fund stock. As of the latest transaction made, Activest Wealth Management holds 7,451 shares of PTA stock, worth $148,870. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,451
Previous 7,451
-0.0%
Holding current value
$148,870
Previous $147,000
3.4%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding PTA
# of Institutions
56Shares Held
13MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.9MShares$77.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.35MShares$66.9 Million0.0% of portfolio
-
Ubs Group Ag2.53MShares$50.5 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6661KShares$13.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL541KShares$10.8 Million0.0% of portfolio
About Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
- Ticker PTA
- Exchange NYSE