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Nuveen CA Dividend Advantage Muni. Fund shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Nuveen CA Dividend Advantage Muni. Fund (NAC) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Nuveen CA Dividend Advantage Muni. Fund

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All positions including Nuveen CA Dividend Advantage Muni. Fund held by Wellspring Financial Advisors 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $307k 27k 11.53
2024-03-31 $293k 27k 11.02
2023-09-30 $257k 27k 9.65
2023-06-30 $291k 27k 10.92
2023-03-31 $293k 27k 11.01

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Nuveen CA Dividend Advantage Muni. Fund

Saba Capital Management
Karpus Investment Management
Rivernorth Capital Management
Morgan Stanley
MacKay Shields
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Whitebox Advisors
Rockefeller Capital Management
Robinson Capital Management
Advisors Asset Management
Mariner Wealth Advisors
Hennion & Walsh Asset Management
Allianz Asset Management
LM Advisors

View all funds holding Nuveen CA Dividend Advantage Muni. Fund