JWA
NML

JFS Wealth Advisors’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

JFS Wealth Advisors’s Portfolio NML Stock Details NML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42K Buy
+140
New +$1.41K ﹤0.01% 1714
2021
Q2 		– Sell
-330
Closed -$1K – 624
2021
Q1 		$1K Buy
+330
New +$1.3K ﹤0.01% 573

Other funds holding NML

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return