Blue Zone Wealth Advisors, LLC Nuveen California Amt Free Quality Municipal Income Fund Transaction History
Blue Zone Wealth Advisors, LLC
- $300 Million
- Q3 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Nuveen California Amt Free Quality Municipal Income Fund stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 99,907 shares of NKX stock, worth $1.26 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
99,907
Previous 146,396
31.76%
Holding current value
$1.26 Million
Previous $1.83 Million
25.72%
% of portfolio
0.45%
Previous 0.67%
Shares
10 transactions
Others Institutions Holding NKX
# of Institutions
73Shares Held
7.93MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.23MShares$28.1 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL1.14MShares$14.4 Million0.11% of portfolio
-
Advisors Asset Management, Inc. Monument, CO484KShares$6.1 Million0.12% of portfolio
-
Hennion & Walsh Asset Management, Inc.454KShares$5.73 Million0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA352KShares$4.44 Million0.0% of portfolio
About NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND
- Ticker NKX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen California AMT-Free Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of California, United States. The fund primarily invests in undervalued municipal secu...