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Wellspring Financial Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Wellspring Financial Advisors’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$134K – 167
2024
Q3 		$134K Hold
10,000
– – 0.02% 158
2024
Q2 		$125K Buy
+10,000
New +$119K 0.02% 146

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
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Wellspring Financial Advisors's NVG Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2024, closing a stake of 10,000 shares — an estimated $134K sold.

Wellspring Financial Advisors first reported a position in NVG in Q2 2024 and held it in 2 quarters. The position peaked at $134K in Q3 2024. 275 funds tracked by Wall St. Rank hold NVG as of Q4 2024.

  • Wellspring Financial Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 10,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2024, an estimated $134K.
  • Wellspring Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2024 and held it in 2 quarters.
  • Wellspring Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $134K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.