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Nuveen CA Dividend Advantage Muni. Fund shares owned by Core Wealth Partners

Quarter-by-quarter ownership of Nuveen CA Dividend Advantage Muni. Fund (NAC) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in Nuveen CA Dividend Advantage Muni. Fund

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All positions including Nuveen CA Dividend Advantage Muni. Fund held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen CA Dividend Advantage Muni. Fund by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $414k 38k 11.02
2023-12-31 $416k 38k 11.09
2023-09-30 $362k 38k 9.65
2023-06-30 $410k 38k 10.92
2023-03-31 $413k 38k 11.01

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Skyworks Solutions (SWKS)
Ametek (AME)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding Nuveen CA Dividend Advantage Muni. Fund

Saba Capital Management
Karpus Investment Management
Rivernorth Capital Management
Morgan Stanley
Logan Stone Capital
UBS Group
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Penserra Capital Management
CNH Partners
Hennion & Walsh Asset Management
Rockefeller Capital Management
Advisors Asset Management
Mariner Wealth Advisors
MacKay Shields

View all funds holding Nuveen CA Dividend Advantage Muni. Fund