Lido Advisors
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Lido Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Lido Advisors’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.57M Buy
227,460
+4,110
+2% +$47.8K 0.01% 635
2025
Q4 		$2.56M Hold
223,350
– – 0.01% 645
2025
Q3 		$2.56M Buy
223,350
+7,689
+4% +$84.6K 0.01% 620
2025
Q2 		$2.37M Sell
215,661
-2,353
-1% -$25.5K 0.01% 540
2025
Q1 		$2.46M Buy
218,014
+34
+0% +$387 0.01% 495
2024
Q4 		$2.46M Buy
217,980
+67
+0% +$779 0.02% 478
2024
Q3 		$2.61M Buy
217,913
+50
+0% +$581 0.02% 413
2024
Q2 		$2.51M Sell
217,863
-25,202
-10% -$276K 0.02% 404
2024
Q1 		$2.7M Sell
243,065
-9,070
-4% -$99.5K 0.02% 374
2023
Q4 		$2.77M Buy
+252,135
New +$2.57M 0.03% 350
2023
Q2 		– Sell
-11,988
Closed -$133K – 1274
2023
Q1 		$133K Buy
+11,988
New +$134K ﹤0.01% 1062
2022
Q2 		– Sell
-13,637
Closed -$179K – 1023
2022
Q1 		$179K Buy
+13,637
New +$190K ﹤0.01% 960

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return