A detailed history of Napa Wealth Management transactions in Nuveen California Amt Free Quality Municipal Income Fund stock. As of the latest transaction made, Napa Wealth Management holds 69,372 shares of NKX stock, worth $941,378. This represents 0.59% of its overall portfolio holdings.

Number of Shares
69,372
Previous 98,977 29.91%
Holding current value
$941,378
Previous $1.2 Billion 27.83%
% of portfolio
0.59%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$11.4 - $12.51 $337,497 - $370,358
-29,605 Reduced 29.91%
69,372 $868 Million
Q1 2024

Aug 14, 2024

SELL
$11.24 - $12.15 $393 - $425
-35 Reduced 0.04%
98,977 $1.2 Billion
Q4 2023

Feb 22, 2024

BUY
$9.8 - $11.57 $970,317 - $1.15 Million
99,012 New
99,012 $1.14 Billion

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
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Napa Wealth Management with notifications on news.