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

Private Wealth Asset Management’s Portfolio PTA Stock Details PTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$9.72K – 1210
2025
Q1 		$9.72K Buy
+500
New +$9.72K ﹤0.01% 630