Creative Planning Nuveen California Municipal Value Fund Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Nuveen California Municipal Value Fund stock. As of the latest transaction made, Creative Planning holds 17,458 shares of NCA stock, worth $146,996. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,458
Previous 17,458
-0.0%
Holding current value
$146,996
Previous $151,000
5.3%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding NCA
# of Institutions
61Shares Held
7.13MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.66MShares$13.9 Million0.0% of portfolio
-
Ubs Group Ag1.16MShares$9.76 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL752KShares$6.33 Million0.05% of portfolio
-
Advisors Asset Management, Inc. Monument, CO585KShares$4.93 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA385KShares$3.24 Million0.0% of portfolio
About NUVEEN CALIFORNIA MUNICIPAL VALUE FUND
- Ticker NCA
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen California Municipal Value Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of California. The fund invests primarily in municipal securities rated Baa/BBB or better. It invests in...