Perigon Wealth Management, LLC Nuveen California Municipal Value Fund Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Nuveen California Municipal Value Fund stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,560 shares of NCA stock, worth $89,548. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,560
Previous 10,560
-0.0%
Holding current value
$89,548
Previous $91,000
5.49%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding NCA
# of Institutions
59Shares Held
7.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.66MShares$14 Million0.0% of portfolio
-
Ubs Group Ag1.16MShares$9.83 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL752KShares$6.38 Million0.05% of portfolio
-
Advisors Asset Management, Inc. Monument, CO585KShares$4.96 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA385KShares$3.27 Million0.0% of portfolio
About NUVEEN CALIFORNIA MUNICIPAL VALUE FUND
- Ticker NCA
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen California Municipal Value Fund 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 California. The fund invests primarily in municipal securities rated Baa/BBB or better. It invests in...