Ignite Planners, LLC Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Ignite Planners, LLC

$419 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$10.26 - $11.6 $697 - $788	68 Added 0.28%	24,594 $252,000
Q2 2023 Jul 11, 2023	BUY	$10.99 - $11.74 $692 - $739	63 Added 0.26%	24,526 $283,000
Q1 2023 Apr 17, 2023	BUY	$11.4 - $12.9 $684 - $774	60 Added 0.25%	24,463 $284,000
Q4 2022 Feb 02, 2023	BUY	$10.83 - $12.33 $264,284 - $300,888	24,403 New	24,403 $300,000

Others Institutions Holding NKX

# of Institutions

73

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.23M
Shares

$28.7 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14.7 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$6.24 Million
0.12% of portfolio
Hennion & Walsh Asset Management, Inc.

454K
Shares

$5.86 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.54 Million
0.0% 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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