Nuveen Muni Value Fund shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Nuveen Muni Value Fund (NUV) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Nuveen Muni Value Fund
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Quarterly reported holdings in Nuveen Muni Value Fund by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.0M | 119k | 8.63 |
| 2024-03-31 | $1.3M | 146k | 8.71 |
| 2023-12-31 | $1.3M | 156k | 8.60 |
| 2023-09-30 | $1.4M | 167k | 8.34 |
| 2023-06-30 | $1.9M | 218k | 8.70 |
| 2023-03-31 | $2.0M | 226k | 8.81 |
| 2022-12-31 | $2.0M | 232k | 8.60 |
| 2022-09-30 | $2.0M | 238k | 8.35 |
| 2022-06-30 | $2.1M | 231k | 9.08 |
| 2022-03-31 | $2.3M | 236k | 9.58 |
| 2021-12-31 | $2.2M | 213k | 10.30 |
| 2021-09-30 | $2.2M | 198k | 11.32 |
| 2021-06-30 | $2.3M | 196k | 11.53 |
| 2021-03-31 | $1.5M | 137k | 11.10 |
| 2020-12-31 | $1.1M | 108k | 10.66 |
| 2020-09-30 | $1.7M | 157k | 10.86 |
| 2020-06-30 | $994k | 96k | 10.36 |
| 2020-03-31 | $690k | 73k | 9.47 |
| 2019-12-31 | $588k | 54k | 10.82 |
| 2019-09-30 | $800k | 76k | 10.52 |
| 2019-06-30 | $805k | 79k | 10.19 |
| 2019-03-31 | $821k | 83k | 9.85 |
| 2018-12-31 | $773k | 83k | 9.27 |
| 2018-09-30 | $522k | 57k | 9.11 |
| 2018-06-30 | $2.1M | 223k | 9.47 |
| 2018-03-31 | $957k | 101k | 9.47 |
| 2017-12-31 | $2.2M | 216k | 10.13 |
| 2017-09-30 | $2.1M | 201k | 10.24 |
| 2017-06-30 | $2.0M | 201k | 9.96 |
| 2017-03-31 | $2.0M | 206k | 9.78 |
| 2016-12-31 | $2.3M | 237k | 9.56 |
| 2016-09-30 | $2.2M | 210k | 10.59 |
| 2016-06-30 | $2.4M | 218k | 10.82 |
| 2016-03-31 | $2.2M | 213k | 10.48 |
| 2015-12-31 | $2.1M | 208k | 10.18 |
| 2015-09-30 | $1.9M | 189k | 9.81 |
| 2015-06-30 | $1.7M | 176k | 9.63 |
More positions owned by Summit Financial Wealth Advisors
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