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Blake Schutter Theil Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
128,959
+36,114
+39% +$314K 1.27% 16
2025
Q1
$814K Sell
92,845
-8,476
-8% -$74.3K 0.93% 27
2024
Q4
$870K Hold
101,321
0.92% 25
2024
Q3
$914K Buy
+101,321
New +$914K 0.66% 43