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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
2024-09-30 $292k 16k 18.43
2024-06-30 $286k 16k 18.02
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)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Quality Fund (MQY)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Nuveen Insd Dividend Advantage (NVG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Meta Platforms Cl A (META)
BlackRock MuniHoldings Fund (MHD)

View all positions for Melfa Wealth Management

Top funds holding Nuveen Mtg opportunity term

Private Client Services
Advisors Asset Management
Morgan Stanley
Envestnet Asset Management
Thomas J. Herzfeld Advisors
Allspring Global Investments Holdings
1607 Capital Partners
Kovitz Investment Group Partners
International Assets Investment Management
Nations Financial Group
Wells Fargo & Company
Venture Visionary Partners
IFP Advisors
Fiera Capital Corporation
First Trust Advisors

View all funds holding Nuveen Mtg opportunity term