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Nuveen California Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$15K +$14.5K +1,400 New
US Bancorp
27
US Bancorp
Minnesota
$5K +$5.18K +500 New
DWM
28
Destination Wealth Management
California
-$152K -14,806 Closed
Goldman Sachs
29
Goldman Sachs
New York
-$122K -11,903 Closed
TIM
30
Tortoise Investment Management
New York
-$31K -3,000 Closed
TRCT
31
Tower Research Capital (TRC)
New York
-$17.7K -1,708 -99%