True Wealth Advisors, LLC Nuveen Municipal Credit Income Fund Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	SELL	$11.49 - $12.56 $5,756 - $6,292	-501 Reduced 3.5%	13,819 $165,000
Q4 2022 Jan 23, 2023	SELL	$10.73 - $12.35 $32,415 - $37,309	-3,021 Reduced 17.42%	14,320 $0
Q3 2022 Oct 21, 2022	SELL	$11.36 - $13.89 $2,726 - $3,333	-240 Reduced 1.37%	17,341 $197,000
Q2 2022 Jul 27, 2022	BUY	$11.99 - $14.54 $6,594 - $7,996	550 Added 3.23%	17,581 $221,000
Q1 2022 May 05, 2022	SELL	$13.8 - $17.08 $6,789 - $8,403	-492 Reduced 2.81%	17,031 $291,000
Q1 2022 May 04, 2022	BUY	$13.8 - $17.08 $6,789 - $8,403	492 Added 2.89%	17,523 $230,000
Q4 2021 Feb 02, 2022	BUY	$16.38 - $17.39 $47,895 - $50,848	2,924 Added 20.73%	17,031 $291,000
Q3 2021 Oct 25, 2021	BUY	$16.72 - $17.53 $17,171 - $18,003	1,027 Added 7.85%	14,107 $236,000
Q2 2021 Jul 23, 2021	BUY	$16.16 - $17.21 $211,372 - $225,106	13,080 New	13,080 $225,000

Others Institutions Holding NZF

# of Institutions

253

Shares Held

47.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.87M
Shares

$60.3 Million
0.0% of portfolio
Mackay Shields LLC

3.09M
Shares

$38.3 Million
6.96% of portfolio
Pathstone Holdings, LLC Englewood, NJ

2.87M
Shares

$35.5 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

2.66M
Shares

$33 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.64M
Shares

$32.8 Million
1.9% of portfolio

About Nuveen Municipal Credit Income Fund

Ticker NZF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen 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 investments th...

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