Creative Planning
NVX

Creative Planning’s Nuveen Calif Div Muni NVX Stock Holding History

Creative Planning’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
2014
Q2 		$84K Buy
2014
Q1 		$31K Sell
2013
Q4 		$105K Buy