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icono de NCA

Nuveen California Municipal Value Fund
NCA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Arax Advisory Partners
26
Arax Advisory Partners
Colorado
USD 326 k +USD 163 k +17,459 +100%
D.A. Davidson & Co
27
D.A. Davidson & Co
Montana
USD 308 k -USD 15.4 k -1,650 -5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
USD 304 k +USD 44.3 k +4,746 +17%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
USD 257 k +USD 1.11 k +119 +0.4%
Steward Partners Investment Advisory
30
Steward Partners Investment Advisory
New York
USD 245 k +USD 12.1 k +1,300 +5%
MAI Capital Management
31
MAI Capital Management
Ohio
USD 238 k +USD 38 k +4,065 +19%
HighTower Advisors
32
HighTower Advisors
Illinois
USD 229 k – – –
Private Advisor Group
33
Private Advisor Group
New Jersey
USD 197 k +USD 197 k +21,084 Nuevas
PFG Investments
34
PFG Investments
New York
USD 191 k +USD 94.9 k +10,164 +98%
Mission Wealth Management
35
Mission Wealth Management
California
USD 179 k +USD 180 k +19,222 Nuevas
Readystate Asset Management
36
Readystate Asset Management
Illinois
USD 169 k +USD 169 k +18,061 Nuevas
DKM Wealth Management
37
DKM Wealth Management
California
USD 168 k – – –
Osborne Partners Capital Management
38
Osborne Partners Capital Management
California
USD 159 k – – –
Ackerman Capital Advisors
39
Ackerman Capital Advisors
Texas
USD 157 k +USD 157 k +16,799 Nuevas
Creative Planning
40
Creative Planning
Kansas
USD 144 k -USD 18.7 k -2,000 -11%
Sanctuary Advisors
41
Sanctuary Advisors
Indiana
USD 132 k +USD 15.9 k +1,704 +14%
First Manhattan
42
First Manhattan
New York
USD 127 k – – –
ISFAN
43
Investor's Fiduciary Advisor Network
Washington
USD 122 k – – –
Citadel Advisors
44
Citadel Advisors
Florida
USD 120 k +USD 120 k +12,863 Nuevas
Farther Finance Advisors
45
Farther Finance Advisors
California
USD 119 k – – –
RB Capital Management
46
RB Capital Management
Nevada
USD 116 k +USD 402 +43 +0.3%
Marex Group
47
Marex Group
USD 110 k +USD 110 k +11,793 Nuevas
Cantor Fitzgerald Investment Advisors
48
Cantor Fitzgerald Investment Advisors
New York
USD 110 k – – –
Corient Private Wealth
49
Corient Private Wealth
Florida
USD 102 k – – –
James Investment Research
50
James Investment Research
Ohio
USD 95.4 k – – –
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