Wealth Enhancement Advisory Services, LLC Cohen & Steers Tax Advantaged Preferred Securities & Income Fund Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Cohen & Steers Tax Advantaged Preferred Securities & Income Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 21,908 shares of PTA stock, worth $428,958. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,908
Previous 22,129 1.0%
Holding current value
$428,958
Previous $451,000 5.1%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$19.49 - $20.73 $4,307 - $4,581
-221 Reduced 1.0%
21,908 $428,000
Q3 2025

Oct 29, 2025
BUY
$19.61 - $20.88 $433,949 - $462,053
22,129 New
22,129 $451,000

Others Institutions Holding PTA

# of Institutions
61
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

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

PTA Quotes by TradingView
  • Ticker PTA
  • Exchange NYSE
More about PTA
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