Wealthsource Partners, LLC Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$13.2 - $15.84 $156,710 - $188,052	-11,872 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$15.63 - $16.64 $2,047 - $2,179	131 Added 1.12%	11,872 $188,000
Q3 2021 Nov 18, 2021	BUY	$16.06 - $16.66 $1,509 - $1,566	94 Added 0.81%	11,741 $192,000
Q2 2021 Nov 18, 2021	BUY	$15.5 - $16.32 $180,528 - $190,079	11,647 New	11,647 $190,000

Others Institutions Holding NKX

# of Institutions

72

Shares Held

7.71M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.36M
Shares

$30 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

977K
Shares

$12.4 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

385K
Shares

$4.89 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

374K
Shares

$4.75 Million
0.09% of portfolio
Hennion & Walsh Asset Management, Inc.

313K
Shares

$3.97 Million
0.19% 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...

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