Pettinga Financial Advisors, LLC Cohen & Steers Tax Advantaged Preferred Securities & Income Fund Transaction History
Pettinga Financial Advisors, LLC
- $478 Million
- Q3 2025
A detailed history of Pettinga Financial Advisors, LLC transactions in Cohen & Steers Tax Advantaged Preferred Securities & Income Fund stock. As of the latest transaction made, Pettinga Financial Advisors, LLC holds 26,139 shares of PTA stock, worth $511,801. This represents 0.11% of its overall portfolio holdings.
Number of Shares
26,139
Previous 63,500
58.84%
Holding current value
$511,801
Previous $1.26 Million
57.6%
% of portfolio
0.11%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding PTA
# of Institutions
60Shares Held
13.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.99MShares$78.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.67MShares$71.9 Million0.0% of portfolio
-
Ubs Group Ag2.42MShares$47.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6702KShares$13.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL540KShares$10.6 Million0.0% of portfolio
About Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
- Ticker PTA
- Exchange NYSE