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Financial Network Wealth Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

Financial Network Wealth Management’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 		$26K Buy
+2,999
New +$25.7K 0.01% 287

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

Financial Network Wealth Management's NCA Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Nuveen California Municipal Value Fund (NCA) in Q1 2025: 2,999 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings.

54 funds tracked by Wall St. Rank hold NCA as of Q1 2025.

  • Financial Network Wealth Management held 2,999 shares of Nuveen California Municipal Value Fund worth $26K as of Q1 2025.
  • Nuveen California Municipal Value Fund was a new Financial Network Wealth Management position in Q1 2025.
  • Nuveen California Municipal Value Fund made up 0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #287 holding.
  • 54 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.