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Nuveen Insured Tax-Free Adv Munici shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Nuveen Insured Tax-Free Adv Munici

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All positions including Nuveen Insured Tax-Free Adv Munici held by Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $837k 73k 11.46
2024-03-31 $609k 55k 11.07
2023-09-30 $398k 41k 9.68
2023-06-30 $450k 41k 10.93
2023-03-31 $458k 41k 11.12
2022-12-31 $250k 22k 11.37
2021-03-31 $214k 16k 13.56
2020-03-31 $214k 16k 13.56

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Nuveen Insured Tax-Free Adv Munici

Karpus Investment Management
Morgan Stanley
Rivernorth Capital Management
MacKay Shields
Saba Capital Management
Pathstone Holdings
Bramshill Investments
BlackRock
Wells Fargo & Company
Hennion & Walsh Asset Management
Van Eck Associates Corp.
HighTower Advisors
BlackRock
Bank of America Corporation
Rockefeller Capital Management

View all funds holding Nuveen Insured Tax-Free Adv Munici