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
RI
26
Ridgewood Investments
New Jersey
$422K
Ameriprise
27
Ameriprise
Minnesota
$421K -$453 -28 -0.1%
COLIM
28
City of London Investment Management
United Kingdom
$414K
VHAM
29
Van Hulzen Asset Management
California
$401K
Creative Planning
30
Creative Planning
Kansas
$388K -$21K -1,300 -5%
CRWM
31
Castle Rock Wealth Management
California
$372K +$407K +25,191 New
GJIC
32
Gamble Jones Investment Counsel
California
$349K
SWP
33
Stratos Wealth Partners
Ohio
$325K
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$317K
FAT
35
First American Trust
California
$309K
DI
36
Diligent Investors
California
$280K -$47.7K -2,950 -14%
WIA
37
World Investment Advisors
California
$279K -$122K -7,550 -28%
Invesco
38
Invesco
Georgia
$258K -$384K -23,763 -59%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$239K -$62.6K -3,875 -20%
GPC
40
Garrison Point Capital
California
$237K
Stifel Financial
41
Stifel Financial
Missouri
$230K -$14.5K -898 -6%
MMA
42
Miracle Mile Advisors
California
$223K +$339 +21 +0.1%
RCM
43
RB Capital Management
Nevada
$205K +$1.62K +100 +0.8%
FNWM
44
Financial Network Wealth Management
Utah
$193K
MWA
45
Monograph Wealth Advisors
California
$191K +$195K +12,050 New
FFA
46
First Foundation Advisors
California
$189K -$675K -41,736 -78%
WP
47
WealthSource Partners
California
$188K +$2.12K +131 +1%
BPWM
48
Badgley Phelps Wealth Managers
Washington
$184K
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$181K +$185K +11,442 New
OIA
50
OneDigital Investment Advisors
Kansas
$178K +$182K +11,239 New