Circle Wealth Management, LLC Nuveen New York Amt Free Quality Municipal Income Fund Transaction History

Circle Wealth Management, LLC

$4.34 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 15, 2018	SELL	$11.89 - $12.23 $234,221 - $240,918	-19,699 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$12.03 - $13.03 $2,670 - $2,892	222 Added 1.14%	19,699 $240,000
Q4 2017 Feb 14, 2018	BUY	$12.75 - $13.2 $981 - $1,016	77 Added 0.4%	19,477 $252,000
Q3 2017 Nov 14, 2017	BUY	$13.14 - $13.43 $254,916 - $260,542	19,400	19,400 $256,000

Others Institutions Holding NRK

# of Institutions

93

Shares Held

33.3M

Call Options Held

0

Put Options Held

0

About NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND

Ticker NRK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen New York 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 Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of New York. The fund invests in undervalued municipal securities and other related inve...

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