Wealthcare Advisory Partners LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$11.31 - $11.96 $124,862 - $132,038	11,040 New	11,040 $132,000
Q2 2023 Jul 17, 2023	BUY	$10.48 - $11.37 $110,050 - $119,396	10,501 New	10,501 $114,000
Q2 2022 Aug 15, 2022	SELL	$11.35 - $13.23 $22,700 - $26,460	-2,000 Reduced 16.0%	10,501 $123,000
Q2 2021 Aug 16, 2021	BUY	$14.87 - $15.7 $46,097 - $48,670	3,100 Added 32.98%	12,501 $196,000
Q1 2021 Apr 30, 2021	BUY	$14.32 - $15.12 $134,622 - $142,143	9,401 New	9,401 $139,000
Q2 2020 Jul 29, 2020	SELL	$12.72 - $13.9 $68,700 - $75,073	-5,401 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$12.04 - $12.63 $24,080 - $25,260	2,000 Added 58.81%	5,401 $66,000
Q2 2018 Aug 14, 2018	BUY	$12.7 - $13.04 $43,192 - $44,349	3,401 New	3,401 $44,000

Others Institutions Holding NEA

# of Institutions

323

Shares Held

88.7M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$166 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$110 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$76.5 Million
4.49% of portfolio
Mackay Shields LLC

4M
Shares

$44.9 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$43.2 Million
1.03% of portfolio

About Nuveen AMT-Free Quality Municipal Income Fund

Ticker NEA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen AMT-Free Quality Municipal Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of the United States. The fund primarily invests in undervalued municipal bonds that are exempt fr...

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