Cornerstone Wealth Management, LLC Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Cornerstone Wealth Management, LLC

$1.39 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	$12.39 - $13.09 $234,517 - $247,767	-18,928 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$12.8 - $13.7 $32,281 - $34,551	2,522 Added 15.37%	18,928 $1.2 Million
Q2 2018 Jul 20, 2018	BUY	$13.32 - $13.67 $218,527 - $224,270	16,406 New	16,406 $1.2 Million

Others Institutions Holding NKX

# of Institutions

72

Shares Held

7.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.23M
Shares

$28.2 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14.4 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$6.12 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.46 Million
0.0% of portfolio
Hennion & Walsh Asset Management, Inc.

313K
Shares

$3.96 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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