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Nuveen Insured Tax-Free Adv Munici shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Nuveen Insured Tax-Free Adv Munici (NEA) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Nuveen Insured Tax-Free Adv Munici

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All positions including Nuveen Insured Tax-Free Adv Munici held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Insured Tax-Free Adv Munici by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $340k 31k 11.07
2023-12-31 $572k 52k 11.00
2023-09-30 $484k 48k 10.19
2023-06-30 $627k 57k 10.93
2023-03-31 $649k 58k 11.12
2022-12-31 $681k 60k 11.37
2022-09-30 $697k 68k 10.32
2022-06-30 $946k 77k 12.28
2022-03-31 $1.0M 77k 13.14
2021-12-31 $1.2M 77k 15.47
2021-09-30 $1.2M 77k 15.19
2021-06-30 $1.2M 77k 15.70
2021-03-31 $1.1M 74k 15.09
2020-12-31 $995k 69k 14.34
2020-09-30 $1.2M 82k 14.31
2020-06-30 $1.2M 82k 14.19
2020-03-31 $1.0M 79k 12.94
2019-12-31 $1.1M 77k 14.64
2019-09-30 $1.1M 77k 14.25
2019-06-30 $1.1M 77k 13.81
2019-03-31 $1.0M 76k 13.34
2018-12-31 $931k 76k 12.31
2018-09-30 $965k 80k 12.03
2018-06-30 $949k 73k 13.00
2018-03-31 $949k 73k 13.00
2017-12-31 $887k 65k 13.75
2017-09-30 $798k 58k 13.84
2017-06-30 $953k 70k 13.68
2017-03-31 $930k 70k 13.35
2016-12-31 $1.1M 80k 13.34
2016-09-30 $891k 61k 14.60
2016-06-30 $694k 46k 15.00
2016-03-31 $630k 44k 14.22
2015-12-31 $537k 39k 13.84
2015-09-30 $486k 37k 13.03
2015-06-30 $322k 25k 12.73

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Valero Energy Corporation (VLO)
Alps Etf Tr Alerian Mlp (AMLP)
Garmin SHS (GRMN)
Raytheon Technologies Corp (RTX)
Genuine Parts Company (GPC)
Cummins (CMI)
Merck & Co (MRK)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

Top funds holding Nuveen Insured Tax-Free Adv Munici

Rivernorth Capital Management
Saba Capital Management
Logan Stone Capital
Allspring Global Investments Holdings
MacKay Shields
Van Eck Associates Corp.
Bank of America Corporation
HighTower Advisors
Hennion & Walsh Asset Management
Wells Fargo & Company
UBS Group
Rockefeller Capital Management
Robinson Capital Management
Guggenheim Capital, LLC Managers
PenderFund Capital Management

View all funds holding Nuveen Insured Tax-Free Adv Munici