Selective Wealth Management, Inc. Nuveen Amt Free Quality Municipal Income Fund Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$10.53 - $12.78 $558 - $677	53 Added 1.3%	4,118 $44,000
Q2 2022 Jul 28, 2022	BUY	$11.35 - $13.23 $46,137 - $53,779	4,065 New	4,065 $48,000
Q1 2021 Apr 09, 2021	SELL	$14.32 - $15.12 $7,976 - $8,421	-557 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$14.17 - $15.1 $7,892 - $8,410	557 New	557 $8,000

Others Institutions Holding NEA

# of Institutions

327

Shares Held

89.2M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$176 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$117 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$80.9 Million
4.49% of portfolio
Mackay Shields LLC

4M
Shares

$47.4 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$45.6 Million
1.03% of portfolio

About Nuveen AMT-Free Quality Municipal Income Fund

Ticker NEA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen 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 the United States. The fund primarily invests in undervalued municipal bonds that are exempt fr...

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