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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
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

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Nuveen Insured Tax-Free Adv Munici

Rivernorth Capital Management
Saba Capital Management
Logan Stone Capital
Allspring Global Investments Holdings
Van Eck Associates Corp.
Bank of America Corporation
HighTower Advisors
Hennion & Walsh Asset Management
Wells Fargo & Company
UBS Group
Rockefeller Capital Management
Robinson Capital Management
Guggenheim Capital, LLC Managers
MacKay Shields
PenderFund Capital Management

View all funds holding Nuveen Insured Tax-Free Adv Munici