Ifp Advisors, Inc Cohen & Steers Tax Advantaged Preferred Securities & Income Fund Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Cohen & Steers Tax Advantaged Preferred Securities & Income Fund stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,433 shares of PTA stock, worth $28,516. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,433

Previous 1,433 -0.0%

Holding current value

$28,516

Previous $27,000 3.7%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$19.17 - $20.25 $38,972 - $41,168	-2,033 Reduced 58.66%	1,433 $27,000
Q4 2024 Feb 04, 2025	BUY	$19.11 - $21.17 $38,850 - $43,038	2,033 Added 141.87%	3,466 $66,000
Q3 2024 Feb 04, 2025	BUY	$19.47 - $21.03 $27,900 - $30,135	1,433 New	1,433 $30,000
Q4 2022 Feb 07, 2023	BUY	$16.93 - $19.02 $11,326 - $12,724	669 Added 67.78%	1,656 $41,000
Q3 2022 Nov 08, 2022	BUY	$17.94 - $20.57 $5,938 - $6,808	331 Added 50.46%	987 $24,000
Q2 2022 Sep 06, 2022	BUY	$18.11 - $22.3 $11,880 - $14,628	656 New	656 $15,000
Q2 2022 Aug 12, 2022	SELL	$18.11 - $22.3 $11,880 - $14,628	-656 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$20.76 - $24.22 $13,618 - $15,888	656 New	656 $14,000

Others Institutions Holding PTA

# of Institutions

Shares Held

12.5M

Call Options Held

Put Options Held

View Full List

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

Ticker PTA
Exchange NYSE

More about PTA

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