A detailed history of Atria Wealth Solutions, Inc. transactions in Nuveen California Amt Free Quality Municipal Income Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 14,504 shares of NKX stock, worth $183,765. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,504
Previous 16,504 12.12%
Holding current value
$183,765
Previous $190,000 7.37%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$11.24 - $12.15 $22,480 - $24,300
-2,000 Reduced 12.12%
14,504 $176,000
Q4 2023

Feb 02, 2024

BUY
$9.8 - $11.57 $19,600 - $23,140
2,000 Added 13.79%
16,504 $190,000
Q3 2023

Nov 08, 2023

SELL
$10.26 - $11.6 $15,390 - $17,400
-1,500 Reduced 9.37%
14,504 $148,000
Q2 2023

Aug 03, 2023

SELL
$10.99 - $11.74 $244,043 - $260,698
-22,206 Reduced 58.12%
16,004 $184,000
Q1 2023

Aug 22, 2023

BUY
$11.4 - $12.9 $43,103 - $48,774
3,781 Added 23.63%
19,785 $230,000
Q1 2023

Jun 14, 2023

BUY
$11.4 - $12.9 $210,045 - $237,682
18,425 Added 93.13%
38,210 $444,000
Q1 2023

May 10, 2023

SELL
$11.4 - $12.9 $210,045 - $237,682
-18,425 Reduced 48.22%
19,785 $230,000
Q4 2022

Aug 30, 2023

BUY
$10.83 - $12.33 $240,490 - $273,799
22,206 Added 138.75%
38,210 $469,000
Q3 2022

Nov 14, 2022

BUY
$11.81 - $14.19 $451,260 - $542,199
38,210 New
38,210 $453,000
Q2 2022

Aug 15, 2022

SELL
$12.12 - $14.0 $193,968 - $224,056
-16,004 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$13.2 - $15.84 $211,252 - $253,503
16,004 New
16,004 $218,000

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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.