Steward Partners Investment Advisory, LLC Nuveen California Municipal Value Fund Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Nuveen California Municipal Value Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 15,000 shares of NCA stock, worth $128,850. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,000
Previous 13,000
15.38%
Holding current value
$128,850
Previous $109,000
18.35%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding NCA
# of Institutions
59Shares Held
10.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp2.71MShares$23.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.73MShares$14.8 Million0.0% of portfolio
-
Ubs Group Ag1.18MShares$10.1 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL644KShares$5.53 Million0.05% of portfolio
-
Advisors Asset Management, Inc. Monument, CO638KShares$5.48 Million0.11% 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...