NUVEEN CALIFORNIA MUNI VLU F
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Atlas Private Wealth Advisors | 85,533 | 149,906 | +64,373 | 0.18 | 0.33 | +0.15 | buy |
| Hennion & Walsh Asset Management, Inc. | 370,139 | 423,343 | +53,204 | 0.11 | 0.13 | +0.02 | buy |
| REGATTA CAPITAL GROUP, LLC | 136,682 | 182,877 | +46,195 | 0.18 | 0.26 | +0.07 | buy |
| Gerber Kawasaki Wealth & Investment Management | 20,500 | 52,654 | +32,154 | 0.01 | 0.02 | +0.01 | buy |
| FIRST FOUNDATION ADVISORS | 121,244 | 122,260 | +1,016 | 0.04 | 0.05 | +0.01 | buy |
| SWEENEY & MICHEL, LLC | 69,436 | 69,522 | +86 | 0.20 | 0.19 | -0.00 | buy |
| RB Capital Management, LLC | 12,877 | 12,418 | -459 | 0.02 | 0.02 | +0.00 | sell |