Sterling Group Wealth Management, LLC Nuveen California Municipal Value Fund Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Nuveen California Municipal Value Fund stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 53,993 shares of NCA stock, worth $454,081. This represents 0.26% of its overall portfolio holdings.
Number of Shares
53,993
Previous 53,993
-0.0%
Holding current value
$454,081
Previous $468,000
5.13%
% of portfolio
0.26%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding NCA
# of Institutions
61Shares Held
7.13MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.66MShares$13.9 Million0.0% of portfolio
-
Ubs Group Ag1.16MShares$9.75 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL752KShares$6.32 Million0.05% of portfolio
-
Advisors Asset Management, Inc. Monument, CO585KShares$4.92 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA385KShares$3.24 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...