Gerber Kawasaki Wealth & Investment Management Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$12.12 - $14.0 $258,846 - $298,998	-21,357 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$13.2 - $15.84 $281,912 - $338,294	21,357 New	21,357 $198,000

Others Institutions Holding NKX

# of Institutions

Shares Held

7.93M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.23M
Shares

$28.9 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14.8 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$6.27 Million
0.12% of portfolio
Hennion & Walsh Asset Management, Inc.

454K
Shares

$5.89 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.56 Million
0.0% of portfolio

View Full List

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

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account