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ícone de PTA

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

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Jane Street
26
Jane Street
New York
US$ 426 mil +US$ 430 mil +22.236 Nova
Kestra Private Wealth Services
27
Kestra Private Wealth Services
Texas
US$ 388 mil -US$ 27,3 mil -1.412 -7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
US$ 386 mil +US$ 20,4 mil +1.054 +6%
LexAurum Advisors
29
LexAurum Advisors
Kansas
US$ 372 mil +US$ 1,94 mil +100 +0,5%
HighTower Advisors
30
HighTower Advisors
Illinois
US$ 335 mil +US$ 338 mil +17.450 Nova
XTX Topco
31
XTX Topco
Cayman Islands
US$ 334 mil +US$ 337 mil +17.429 Nova
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
US$ 313 mil -US$ 352 mil -18.199 -53%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
US$ 266 mil +US$ 31,7 mil +1.637 +13%
Choreo LLC
34
Choreo LLC
Illinois
US$ 251 mil +US$ 20,9 mil +1.082 +9%
CA
35
COFG Advisors
Illinois
US$ 244 mil +US$ 5,07 mil +262 +2%
Sanctuary Advisors
36
Sanctuary Advisors
Indiana
US$ 242 mil +US$ 5,22 mil +270 +2%
CEFA
37
Closed-End Fund Advisors
Virginia
US$ 225 mil – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
US$ 224 mil -US$ 15,4 mil -795 -6%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
US$ 206 mil +US$ 2,42 mil +125 +1%
CreativeOne Wealth
40
CreativeOne Wealth
Kansas
US$ 199 mil -US$ 9,7 mil -500 -5%
Integrated Wealth Concepts
41
Integrated Wealth Concepts
Massachusetts
US$ 197 mil -US$ 29,5 mil -1.525 -13%
PAM
42
Parvin Asset Management
South Dakota
US$ 173 mil – – –
Osaic Holdings
43
Osaic Holdings
Arizona
US$ 142 mil -US$ 4,68 mil -242 -3%
NWMP
44
Noble Wealth Management PBC
Colorado
US$ 121 mil -US$ 15,5 mil -800 -11%
Global Retirement Partners
45
Global Retirement Partners
California
US$ 98,9 mil +US$ 100 mil +5.158 Nova
Huntington National Bank
46
Huntington National Bank
Ohio
US$ 92,1 mil – – –
Clear Street
47
Clear Street
New York
US$ 78,5 mil +US$ 79,2 mil +4.094 Nova
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
US$ 67,9 mil +US$ 68,5 mil +3.542 Nova
MassMutual Private Wealth & Trust
49
MassMutual Private Wealth & Trust
Connecticut
US$ 43,7 mil – – –
Pinnacle Wealth Planning Services
50
Pinnacle Wealth Planning Services
Ohio
US$ 34,1 mil +US$ 8,84 mil +457 +35%
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