Ep Wealth Advisors, LLC Nuveen California Quality Municipal Income Fund Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Nuveen California Quality Municipal Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,279 shares of NAC stock, worth $186,068. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,279
Previous 17,552
7.25%
Holding current value
$186,068
Previous $208,000
12.02%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding NAC
# of Institutions
136Shares Held
30.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.04MShares$34.8 Million0.0% of portfolio
-
Karpus Management, Inc. Pittsford, NY2.77MShares$31.6 Million1.13% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL2.41MShares$27.5 Million1.55% of portfolio
-
Mackay Shields LLC2.23MShares$25.4 Million5.04% of portfolio
-
Ubs Group Ag1.88MShares$21.5 Million0.0% of portfolio
About Nuveen California Quality Municipal Income Fund
- Ticker NAC
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen California 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 California, United States. The fund invests in undervalued municipal securities and other re...