Jones Financial Companies
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Jones Financial Companies’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Jones Financial Companies’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.52M Buy
2025
Q2 		$1.17M Buy
2025
Q1 		$887K Buy
2024
Q4 		$664K Buy
2024
Q3 		$587K Buy
2024
Q2 		$299K Buy