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Greenleaf Trust’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Greenleaf Trust’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24,772
Closed -$298K – 820
2024
Q4 		$298K Sell
24,772
-17,583
-42% -$212K ﹤0.01% 653
2024
Q3 		$560K Buy
+42,355
New +$560K 0.01% 488