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Nuveen California Municipal Value Fund shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Nuveen California Municipal Value Fund (NCA) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Nuveen California Municipal Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen California Municipal Value Fund held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen California Municipal Value Fund by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $533k 63k 8.45

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Top funds holding Nuveen California Municipal Value Fund

Morgan Stanley
UBS Group
Advisors Asset Management
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Hennion & Walsh Asset Management
LPL Financial
1607 Capital Partners
First Foundation Advisors
Raymond James Financial
Royal Bank of Canada
Regatta Capital Group
Melfa Wealth Management
Atlas Private Wealth Advisors
Allspring Global Investments Holdings

View all funds holding Nuveen California Municipal Value Fund