Creative Planning
NID

Creative Planning’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Creative Planning’s Portfolio NID Stock Details NID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,185
Closed -$239K – 2835
2022
Q4 		$239K Buy
18,185
+1,067
+6% +$13.6K ﹤0.01% 1898
2022
Q3 		$212K Hold
17,118
– – ﹤0.01% 1869
2022
Q2 		$223K Hold
17,118
– – ﹤0.01% 1812
2022
Q1 		$237K Hold
17,118
– – ﹤0.01% 1788
2021
Q4 		$255K Sell
17,118
-4,217
-20% -$62.7K ﹤0.01% 1728
2021
Q3 		$314K Buy
+21,335
New +$317K ﹤0.01% 1565
2017
Q3 		– Sell
-3
Closed – – 4631
2017
Q2 		$0 Buy
+3
New +$40 ﹤0.01% 5097

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return