We are live on ! Find out more
NKX icon

Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Alethea Capital Management
Washington
$216K +$1.64K +110 +0.8%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$200K +$194K +13,000 New
VKH
28
Virtu KCG Holdings
New York
$199K +$193K +12,940 New
IWMPD
29
Integrated Wealth Management (Palm Desert)
California
$179K
SWP
30
Stratos Wealth Partners
Ohio
$177K
Creative Planning
31
Creative Planning
Kansas
$175K +$167K +11,190 +5,595%
BA
32
Boston Advisors
Massachusetts
$173K
FAAS
33
First Allied Advisory Services
California
$162K
PFA
34
Pure Financial Advisors
California
$156K
WT
35
Whittier Trust
California
$94K +$43.6K +2,915 +91%
AIG
36
American International Group
New York
$79K
MFS
37
MSI Financial Services
Massachusetts
$63K
GBBWRPM
38
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$34K +$33.3K +2,230 New
EMA
39
Efficient Market Advisors
California
$31K
Citigroup
40
Citigroup
New York
$30K -$14.8K -993 -34%
HNB
41
Huntington National Bank
Ohio
$23K
GAM
42
Gemmer Asset Management
California
$16K
SFPIA
43
Stevens First Principles Investment Advisors
California
$1K +$1.17K +78 New
MSL
44
Mackay Shields LLC
New York
-$1.04M -70,693 Closed
Stifel Financial
45
Stifel Financial
Missouri
-$164K -11,201 Closed
WCM
46
Windsor Capital Management
Arizona
-$16K -1,149 Closed