A detailed history of Napa Wealth Management transactions in Nuveen California Amt Free Quality Municipal Income Fund stock. As of the latest transaction made, Napa Wealth Management holds 55,249 shares of NKX stock, worth $712,712. This represents 0.33% of its overall portfolio holdings.

Number of Shares
55,249
Previous 55,029 0.4%
Holding current value
$712,712
Previous $648 Million 8.08%
% of portfolio
0.33%
Previous 0.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$11.48 - $12.67 $2,525 - $2,787
220 Added 0.4%
55,249 $700 Million
Q2 2025

Aug 14, 2025

SELL
$11.46 - $12.75 $149,358 - $166,170
-13,033 Reduced 19.15%
55,029 $648 Million
Q1 2025

May 14, 2025

SELL
$12.53 - $13.05 $63,815 - $66,463
-5,093 Reduced 6.96%
68,062 $857 Million
Q4 2024

Feb 14, 2025

SELL
$12.3 - $13.88 $320,328 - $361,476
-26,043 Reduced 26.25%
73,155 $925 Million
Q3 2024

Nov 07, 2024

BUY
$12.58 - $14.06 $375,211 - $419,353
29,826 Added 42.99%
99,198 $1.35 Billion
Q2 2024

Aug 14, 2024

SELL
$11.4 - $12.51 $337,497 - $370,358
-29,605 Reduced 29.91%
69,372 $868 Million
Q1 2024

Aug 14, 2024

SELL
$11.24 - $12.15 $393 - $425
-35 Reduced 0.04%
98,977 $1.2 Billion
Q4 2023

Feb 22, 2024

BUY
$9.8 - $11.57 $970,317 - $1.15 Million
99,012 New
99,012 $1.14 Billion

Others Institutions Holding NKX

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...
More about NKX
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