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Nuveen Insured Tax-Free Adv Munici shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Nuveen Insured Tax-Free Adv Munici

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All positions including Nuveen Insured Tax-Free Adv Munici held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Insured Tax-Free Adv Munici by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 123k 11.39
2025-06-30 $1.3M 123k 10.92
2025-03-31 $1.4M 123k 11.20
2024-12-31 $1.4M 122k 11.28
2024-09-30 $1.5M 122k 11.97
2024-06-30 $48k 4.1k 11.46
2024-03-31 $45k 4.1k 11.07
2023-12-31 $45k 4.0k 11.00
2023-09-30 $2.1M 214k 9.68
2023-06-30 $2.4M 215k 10.93
2023-03-31 $2.4M 215k 11.12
2022-12-31 $2.4M 215k 11.37
2022-09-30 $2.3M 215k 10.60
2022-06-30 $134k 11k 11.77
2022-03-31 $5.8M 442k 13.14
2021-12-31 $6.9M 440k 15.60
2021-09-30 $6.6M 438k 15.19
2021-06-30 $6.8M 436k 15.70
2021-03-31 $6.4M 434k 14.82
2020-12-31 $6.1M 403k 15.10
2020-09-30 $5.8M 401k 14.34
2020-06-30 $5.1M 370k 13.90
2020-03-31 $4.6M 337k 13.54
2019-12-31 $4.8M 336k 14.38
2019-09-30 $4.8M 336k 14.31
2019-06-30 $4.6M 335k 13.81
2019-03-31 $4.4M 332k 13.36
2018-12-31 $4.0M 328k 12.31
2018-09-30 $4.1M 324k 12.66
2018-06-30 $4.1M 319k 13.01
2018-03-31 $4.1M 315k 13.00
2017-12-31 $4.3M 313k 13.75
2017-09-30 $4.3M 309k 13.85
2017-06-30 $4.2M 305k 13.69
2017-03-31 $4.0M 298k 13.34
2016-12-31 $4.0M 298k 13.34
2016-09-30 $3.7M 256k 14.60
2016-06-30 $1.9M 124k 15.00
2016-03-31 $1.7M 123k 14.21
2015-12-31 $1.7M 121k 13.85
2015-09-30 $1.6M 120k 13.03
2015-06-30 $1.5M 118k 12.74
2015-03-31 $1.6M 113k 13.85
2014-12-31 $760k 55k 13.82

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

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