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Nuveen Select Tax-Free Income Portfolio

名前 保有額 取引額 株数
増減
保有比率の
変化
Morgan Stanley
1
Morgan Stanley
New York
$343万 -$88.6万 -58,803 -21%
LPL Financial
2
LPL Financial
California
$185万 -$174万 -115,619 -49%
United Capital Financial Advisors
3
United Capital Financial Advisors
Texas
$156万 +$33.2万 +22,042 +29%
UBS Group
4
UBS Group
Switzerland
$143万 +$19.1万 +12,650 +16%
Wells Fargo
5
Wells Fargo
California
$137万 +$573 +38 +0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$132万 +$33.7万 +22,335 +36%
Tortoise Investment Management
7
Tortoise Investment Management
New York
$122万 -$11.8万 -7,834 -9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$104万 +$101万 +66,880 新規
Bank of America
9
Bank of America
North Carolina
$92.6万 +$1.63万 +1,079 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$75.2万 +$8.68万 +5,758 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$70.5万 -$11.9万 -7,871 -15%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$68.4万 – – –
VanEck Associates
13
VanEck Associates
New York
$65万 +$9.37万 +6,219 +17%
First National Bank & Trust Co of Newtown
14
First National Bank & Trust Co of Newtown
Pennsylvania
$57.1万 – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$34.9万 -$1.27万 -840 -4%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
$32.2万 +$9.6万 +6,390 +44%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$31.2万 -$5.58万 -3,700 -16%
ASA
18
Armstrong Shaw Associates
Connecticut
$31万 – – –
Ancora Family Wealth Advisors
19
Ancora Family Wealth Advisors
Ohio
$28.2万 – – –
YP
20
Yellowstone Partners
Idaho
$24.8万 +$136 +9 +0.1%
HighTower Advisors
21
HighTower Advisors
Illinois
$24.3万 – – –
Capital Investment Advisors
22
Capital Investment Advisors
Georgia
$23.2万 – – –
SII Investments
23
SII Investments
Wisconsin
$21.8万 +$21.2万 +14,042 新規
Great Lakes Advisors
24
Great Lakes Advisors
Illinois
$19.5万 – – –
Nations Financial Group
25
Nations Financial Group
Iowa
$18.9万 -$7.31万 -4,849 -28%