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Avior Wealth Management’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

Avior Wealth Management’s Portfolio PTA Stock Details PTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,960
Closed -$95.3K – 1926
2024
Q4 		$95.3K Buy
+4,960
New +$95.3K ﹤0.01% 916