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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
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

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Nuveen CA Dividend Advantage Muni. Fund

Saba Capital Management
Rivernorth Capital Management
UBS Group
Logan Stone Capital
Guggenheim Capital, LLC Managers
Beach Point Capital Management
Wells Fargo & Company
CNH Partners
Penserra Capital Management
Hennion & Walsh Asset Management
Rockefeller Capital Management
Advisors Asset Management
Mariner Wealth Advisors
Allianz Asset Management
LM Advisors

View all funds holding Nuveen CA Dividend Advantage Muni. Fund