NUVEEN CALIFORNIA MUNI VLU F
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 259,502 | 298,195 | +38,693 | 0.09 | 0.10 | +0.01 | buy |
| SWEENEY & MICHEL, LLC | 76,124 | 76,262 | +138 | 0.23 | 0.23 | -0.01 | buy |
| RB Capital Management, LLC | 12,781 | 12,830 | +49 | 0.03 | 0.02 | -0.00 | buy |
| Atlas Private Wealth Advisors | 100,988 | 79,783 | -21,205 | 0.11 | 0.17 | +0.06 | sell |
| FIRST FOUNDATION ADVISORS | 217,202 | 159,193 | -58,009 | 0.07 | 0.05 | -0.02 | sell |
| 1607 Capital Partners, LLC | 335,648 | 255,520 | -80,128 | 0.24 | 0.17 | -0.06 | sell |