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Nuveen California Municipal Value Fund shares owned by Melfa Wealth Management

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

Historical chart of Melfa 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 Melfa 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 Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $745k 83k 9.00
2023-12-31 $743k 83k 8.96
2023-09-30 $681k 83k 8.21
2023-06-30 $720k 84k 8.55
2023-03-31 $741k 84k 8.81
2022-12-31 $725k 86k 8.45

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Blackrock Income Tr Com New (BKT)
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Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Quality Fund (MQY)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
BlackRock MuniHoldings Fund (MHD)
General Electric Com New (GE)
Nuveen Insd Dividend Advantage (NVG)

View all positions for Melfa Wealth Management

Top funds holding Nuveen California Municipal Value Fund

UBS Group
Guggenheim Capital, LLC Managers
Advisors Asset Management
Wells Fargo & Company
Hennion & Walsh Asset Management
First Foundation Advisors
Rivernorth Capital Management
Royal Bank of Canada
Bank of America Corporation
Regatta Capital Group
Bank of New York Mellon
Tortoise Investment Management
Melfa Wealth Management
Raymond James Financial Services Advisors
Raymond James & Associates

View all funds holding Nuveen California Municipal Value Fund