Schechter Investment Advisors, LLC Nuveen California Municipal Value Fund Transaction History
Schechter Investment Advisors, LLC
- $977 Million
- Q2 2024
A detailed history of Schechter Investment Advisors, LLC transactions in Nuveen California Municipal Value Fund stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 25,011 shares of NCA stock, worth $227,349. This represents 0.02% of its overall portfolio holdings.
Number of Shares
25,011
Previous 35,021
28.58%
Holding current value
$227,349
Previous $315,000
31.43%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding NCA
# of Institutions
62Shares Held
7.17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.6MShares$14.5 Million0.0% of portfolio
-
Ubs Group Ag1.04MShares$9.49 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL744KShares$6.76 Million0.05% of portfolio
-
Advisors Asset Management, Inc. Monument, CO563KShares$5.11 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA443KShares$4.03 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...