Transform Wealth, LLC Nuveen Amt Free Municipal Credit Income Fund Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$10.24 - $11.88 $373,063 - $432,812	-36,432 Reduced 46.97%	41,132 $424,000
Q2 2023 Jul 13, 2023	BUY	$11.13 - $12.04 $497,310 - $537,971	44,682 Added 135.89%	77,564 $907,000
Q1 2023 Apr 14, 2023	BUY	$11.35 - $12.69 $373,210 - $417,272	32,882 New	32,882 $387,000
Q4 2018 Jan 30, 2019	SELL	$13.33 - $14.66 $135,579 - $149,106	-10,171 Closed	0 $0
Q1 2018 May 03, 2018	SELL	$14.32 - $15.65 $33,193 - $36,276	-2,318 Reduced 18.56%	10,171 $148,000
Q3 2017 Oct 19, 2017	BUY	$15.27 - $15.81 $190,707 - $197,451	12,489	12,489 $192,000

Others Institutions Holding NVG

# of Institutions

262

Shares Held

39.4M

Call Options Held

0

Put Options Held

0

About Nuveen AMT-Free Municipal Credit Income Fund

Ticker NVG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen AMT-Free Municipal Credit Income 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 the United States. The fund invests in undervalued municipal securities and other related inves...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.