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Nuveen Mtg opportunity term shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of Nuveen Mtg opportunity term (JLS) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management investment in Nuveen Mtg opportunity term

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Mtg opportunity term held by Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Mtg opportunity term by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 16k 17.76
2023-12-31 $181k 11k 16.88

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Quality Fund (MQY)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
BlackRock MuniHoldings Fund (MHD)
General Electric Com New (GE)
Nuveen Insd Dividend Advantage (NVG)

View all positions for Melfa Wealth Management

Top funds holding Nuveen Mtg opportunity term

Relative Value Partners
Royal Bank of Canada
Allspring Global Investments Holdings
Thomas J. Herzfeld Advisors
Baird Financial
Nations Financial Group
Raymond James Financial Services Advisors
IFP Advisors
Wells Fargo & Company
UBS Group
Melfa Wealth Management
Sowell Financial Services
Rsm Us Wealth Management
Moors & Cabot
Advisor Group Holdings

View all funds holding Nuveen Mtg opportunity term