Nuveen Select Tax-Free Income Portfolio shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Nuveen Select Tax-Free Income Portfolio (NXP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Nuveen Select Tax-Free Income Portfolio
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All positions including Nuveen Select Tax-Free Income Portfolio held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Nuveen Select Tax-Free Income Portfolio by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $222k | 15k | 14.44 |
| 2023-09-30 | $205k | 15k | 13.30 |
| 2023-06-30 | $225k | 16k | 14.41 |
| 2023-03-31 | $220k | 15k | 14.31 |
| 2022-12-31 | $214k | 15k | 13.91 |
| 2022-09-30 | $200k | 15k | 13.01 |
| 2022-03-31 | $222k | 15k | 14.43 |
| 2021-12-31 | $292k | 18k | 15.96 |
| 2021-09-30 | $318k | 18k | 17.38 |
| 2021-06-30 | $335k | 18k | 18.31 |
| 2021-03-31 | $318k | 18k | 17.38 |
| 2020-12-31 | $326k | 18k | 17.82 |
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