Creative Planning Nuveen Arizona Quality Municipal Income Fund Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 30, 2021	SELL	$14.97 - $15.94 $326,346 - $347,492	-21,800 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$13.42 - $14.8 $292,556 - $322,640	21,800 New	21,800 $320,000
Q4 2017 Jan 17, 2018	SELL	$14.14 - $14.74 $791,840 - $825,440	-56,000 Closed	0 $0
Q3 2017 Oct 17, 2017	BUY	$14.55 - $14.8 $814,800 - $828,800	56,000	56,000 $819,000

Others Institutions Holding NAZ

# of Institutions

33

Shares Held

1.07M

Call Options Held

0

Put Options Held

0

Robinson Capital Management, LLC

140K
Shares

$1.73 Million
0.6% of portfolio
Wells Fargo & Company San Francisco, CA

134K
Shares

$1.66 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$1.25 Million
0.0% of portfolio
Morgan Stanley New York, NY

92.3K
Shares

$1.14 Million
0.0% of portfolio
Logan Stone Capital, LLC Chicago, IL

71.9K
Shares

$888,174
0.24% of portfolio

About NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND

Ticker NAZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Arizona Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is managed by Nuveen Asset Management, LLC. It invests in the fixed income markets of Arizona. The fund invests in municipal securities and other related investments the income, exempt from regular federal and Ari...

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