Wealthcare Advisory Partners LLC Nuveen California Quality Municipal Income Fund Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 15, 2022	SELL	$12.78 - $15.61 $155,072 - $189,411	-12,134 Closed	0 $0
Q2 2020 Jul 29, 2020	SELL	$13.03 - $14.4 $117,270 - $129,600	-9,000 Reduced 42.59%	12,134 $173,000
Q2 2019 Jul 30, 2019	BUY	$13.54 - $14.48 $286,154 - $306,020	21,134 New	21,134 $306,000

Others Institutions Holding NAC

# of Institutions

133

Shares Held

29.8M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

3.25M
Shares

$36.1 Million
1.25% of portfolio
Saba Capital Management, L.P. New York, NY

2.86M
Shares

$31.8 Million
0.72% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.79M
Shares

$31 Million
1.82% of portfolio
Morgan Stanley New York, NY

2.64M
Shares

$29.4 Million
0.0% of portfolio
Mackay Shields LLC

2.23M
Shares

$24.7 Million
4.55% of portfolio

About Nuveen California Quality Municipal Income Fund

Ticker NAC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen California Quality Municipal 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 California, United States. The fund invests in undervalued municipal securities and other re...

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