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Nuveen California Municipal Value Fund shares owned by DKM Wealth Management

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

Historical chart of DKM Wealth Management 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 DKM Wealth Management 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 DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $160k 18k 8.90
2025-06-30 $156k 18k 8.68
2025-03-31 $156k 18k 8.65
2024-12-31 $152k 18k 8.45

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View all positions for DKM Wealth Management

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