A detailed history of Integrated Wealth Concepts LLC transactions in Nuveen California Amt Free Quality Municipal Income Fund stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 36,299 shares of NKX stock, worth $468,257. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,299
Previous 36,314 0.04%
Holding current value
$468,257
Previous $454,000 8.81%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$12.58 - $14.06 $188 - $210
-15 Reduced 0.04%
36,299 $494,000
Q2 2024

Aug 14, 2024

BUY
$11.4 - $12.51 $5,118 - $5,616
449 Added 1.25%
36,314 $454,000
Q1 2024

May 15, 2024

BUY
$11.24 - $12.15 $213 - $230
19 Added 0.05%
35,865 $435,000
Q4 2023

Feb 13, 2024

BUY
$9.8 - $11.57 $176 - $208
18 Added 0.05%
35,846 $413,000
Q3 2023

Nov 15, 2023

BUY
$10.26 - $11.6 $174 - $197
17 Added 0.05%
35,828 $367,000
Q2 2023

Aug 15, 2023

BUY
$10.99 - $11.74 $62,093 - $66,331
5,650 Added 18.73%
35,811 $413,000
Q1 2023

May 03, 2023

BUY
$11.4 - $12.9 $343,835 - $389,076
30,161 New
30,161 $351,000

Others Institutions Holding NKX

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
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