Essential Planning »

Nuveen Insured Tax-Free Adv Munici shares owned by Essential Planning

Quarter-by-quarter ownership of Nuveen Insured Tax-Free Adv Munici (NEA) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Nuveen Insured Tax-Free Adv Munici

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Insured Tax-Free Adv Munici held by Essential Planning 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 Insured Tax-Free Adv Munici by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 140k 11.64

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Nuveen Insured Tax-Free Adv Munici

Morgan Stanley
Bramshill Investments
Wells Fargo & Company
Raymond James Financial
MacKay Shields
UBS Group
BlackRock
Guggenheim Capital, LLC Managers
Hennion & Walsh Asset Management
HighTower Advisors
McGowan Group Asset Management
Van Eck Associates Corp.
Gridiron Partners
Royal Bank of Canada
Congress Park Capital

View all funds holding Nuveen Insured Tax-Free Adv Munici