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
MA
26
MKT Advisors
California
$387K -$517K -40,709 -57%
Creative Planning
27
Creative Planning
Kansas
$383K +$111K +8,771 +40%
LCM
28
Lazari Capital Management
California
$358K
VHAM
29
Van Hulzen Asset Management
California
$355K +$495 +39 +0.1%
PWSG
30
Pacific Wealth Strategies Group
California
$348K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$314K +$5.79K +456 +2%
CRWM
32
Castle Rock Wealth Management
California
$312K
EFG
33
Ehrlich Financial Group
California
$286K +$1.34K +106 +0.5%
DADC
34
D.A. Davidson & Co
Montana
$284K +$59.7K +4,705 +26%
Comerica Bank
35
Comerica Bank
Texas
$276K +$68.9K +5,428 +32%
Cerity Partners
36
Cerity Partners
New York
$274K -$67.7K -5,332 -19%
Jane Street
37
Jane Street
New York
$273K +$278K +21,931 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$271K
MWM
39
Modern Wealth Management
Kansas
$264K
SSWM
40
Strait & Sound Wealth Management
California
$259K -$1.08K -85 -0.4%
Stifel Financial
41
Stifel Financial
Missouri
$248K +$13 +1 +0%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$239K +$68.9K +5,428 +39%
CWP
43
Core Wealth Partners
California
$229K
FCA
44
FLC Capital Advisors
California
$222K
PFA
45
Pure Financial Advisors
California
$213K
PWM
46
Perigon Wealth Management
California
$211K
Osaic Holdings
47
Osaic Holdings
Arizona
$203K -$36.8K -2,899 -15%
SCA
48
Snowden Capital Advisors
New York
$180K +$1.08K +85 +0.6%
FFA
49
Farther Finance Advisors
California
$172K +$40.6K +3,200 +30%
MW
50
Maia Wealth
Colorado
$169K