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Atria Wealth Solutions’s Nuveen California Municipal Value Fund NCA Stock Holding History

Atria Wealth Solutions’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-63,098
Closed -$533K – 2006
2024
Q4 		$533K Buy
+63,098
New +$558K 0.01% 1246

Other funds holding NCA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Wealth Solutions's NCA Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Nuveen California Municipal Value Fund (NCA) in Q1 2025, closing a stake of 63,098 shares — an estimated $533K sold.

Atria Wealth Solutions first reported a position in NCA in Q4 2024 and held it in 1 quarter. The position peaked at $533K in Q4 2024. 54 funds tracked by Wall St. Rank hold NCA as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Nuveen California Municipal Value Fund position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 63,098 Nuveen California Municipal Value Fund shares in Q1 2025, an estimated $533K.
  • Atria Wealth Solutions first reported a position in Nuveen California Municipal Value Fund in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Nuveen California Municipal Value Fund position peaked at $533K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.