NUVEEN MUN CR OPPORTUNITIES
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Gridiron Partners, LLC | 149,849 | 1,879,390 | +1,729,541 | 1.00 | 0.94 | -0.06 | buy |
| North Ground Capital | 111,414 | 206,380 | +94,966 | 1.54 | 1.38 | -0.16 | buy |
| Melone Private Wealth, LLC | 595,983 | 627,083 | +31,100 | 3.24 | 3.09 | -0.16 | buy |
| Bernard Wealth Management Corp. | 2,800 | 5,200 | +2,400 | 0.01 | 0.02 | +0.01 | buy |
| Wakefield Asset Management LLLP | 85,531 | 87,603 | +2,072 | 0.26 | 0.26 | +0.00 | buy |
| Advyzon Investment Management, LLC | 21,762 | 22,194 | +432 | 0.05 | 0.04 | -0.01 | buy |
| Capital Investment Advisors, LLC | 136,937 | 137,187 | +250 | 0.03 | 0.02 | -0.00 | buy |
| SMITH, MOORE & CO. | 15,762 | 15,348 | -414 | 0.01 | 0.01 | -0.00 | sell |
| CARY STREET PARTNERS FINANCIAL LLC | 32,700 | 25,200 | -7,500 | 0.01 | 0.01 | -0.00 | sell |
| COHEN & STEERS, INC. | 264,000 | 230,000 | -34,000 | 0.01 | 0.00 | -0.00 | sell |
| KENNEDY INVESTMENT GROUP | 117,806 | 72,790 | -45,016 | 0.54 | 0.31 | -0.22 | sell |