Creative Planning Nuveen Select Tax Free Income Portfolio Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$12.95 - $14.8 $136,234 - $155,696	10,520 New	10,520 $155,000
Q1 2023 May 15, 2023	BUY	$13.99 - $14.85 $41 - $44	3 Added 0.02%	13,584 $194,000
Q4 2022 Feb 10, 2023	BUY	$12.91 - $14.06 $25 - $28	2 Added 0.01%	13,581 $188,000
Q3 2022 Nov 03, 2022	SELL	$12.96 - $14.41 $25,894 - $28,791	-1,998 Reduced 12.83%	13,579 $177,000
Q2 2022 Aug 15, 2022	BUY	$13.24 - $14.45 $30,346 - $33,119	2,292 Added 17.25%	15,577 $213,000
Q1 2022 May 16, 2022	BUY	$14.17 - $15.88 $14 - $15	1 Added 0.01%	13,285 $192,000
Q4 2021 Feb 11, 2022	BUY	$15.73 - $17.32 $208,957 - $230,078	13,284 New	13,284 $212,000

Others Institutions Holding NXP

# of Institutions

97

Shares Held

8.31M

Call Options Held

0

Put Options Held

0

About NUVEEN SELECT TAX FREE INCOME PORTFOLIO

Ticker NXP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Select Tax-Free Income Portfolio 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 United States. The fund invests in the investment-grade municipal securities rated Baa and BBB or bet...

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