Wellspring Financial Advisors »

Nuveen Div. Advantage Muni. Fund shares owned by Wellspring Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Div. Advantage Muni. Fund held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Div. Advantage Muni. Fund by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $335k 33k 10.14
2023-06-30 $372k 33k 11.27
2023-03-31 $161k 14k 11.53
2021-03-31 $375k 27k 13.74
2020-12-31 $240k 16k 15.38
2020-09-30 $311k 21k 14.53
2020-06-30 $300k 21k 14.02
2020-03-31 $375k 27k 13.74

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 Div. Advantage Muni. Fund

Rivernorth Capital Management
UBS Group
Saba Capital Management
Wells Fargo & Company
Logan Stone Capital
Hennion & Walsh Asset Management
Bank of America Corporation
Van Eck Associates Corp.
Deutsche Bank Aktiengesellschaft
Allspring Global Investments Holdings
Pathstone Holdings
Robinson Capital Management
Guggenheim Capital, LLC Managers
Fiera Capital Corporation
HighTower Advisors

View all funds holding Nuveen Div. Advantage Muni. Fund