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Nuveen Ins Ca Tx Fr Adv Mun shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Nuveen Ins Ca Tx Fr Adv Mun (NKX) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Nuveen Ins Ca Tx Fr Adv Mun

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Ins Ca Tx Fr Adv Mun held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Ins Ca Tx Fr Adv Mun by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 17k 12.15
2023-12-31 $211k 18k 11.54
2023-09-30 $254k 25k 10.26
2023-06-30 $286k 25k 11.54
2023-03-31 $288k 25k 11.64

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Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
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Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Nuveen Ins Ca Tx Fr Adv Mun

Guggenheim Capital, LLC Managers
Hennion & Walsh Asset Management
Fiera Capital Corporation
Advisors Asset Management
Wells Fargo & Company
CNH Partners
Regatta Capital Group
Blue Zone Wealth Advisors
Mariner Wealth Advisors
Logan Stone Capital
Evoke Wealth
UBS Group
Leisure Capital Management
Napa Wealth Management
Landscape Capital Management

View all funds holding Nuveen Ins Ca Tx Fr Adv Mun