Number of Shares
27,218.00
Current Holdings Value*
$322,510.00
% of Portfolio
0.08%
Total Estimate Gain
$-567,016.31
% of Total Estimate Gain
-8.50%

Barry Investment Advisors, LLC's Nuveen AMT-Free Municipal Income Fund Holding Summary

As of 2025-06-30, Barry Investment Advisors, LLC held 27,218.00 shares of Nuveen AMT-Free Municipal Income Fund(NEA), totaling $322,510.00. This investment constitutes 0.08% of their stock portfolio, and Barry Investment Advisors, LLC now holds 0.01% of the outstanding Nuveen AMT-Free Municipal Income Fund(NEA) stock.

The initial trade took place in 2022Q3. And since then Barry Investment Advisors, LLC has made 4 purchases of NEA, at an average price of $11.85, for a total of 563,287.00 shares. In addition, there have been 8 sales at an average price of $10.85 for 536,069.00 shares. Based on historical transaction data and NEA's current price of $10.62, Barry Investment Advisors, LLC's estimated gain on his NEA holdings is $-567,016.31, reflecting a -8.50% gain to date.

Barry Investment Advisors, LLC NEA ($10.62) Holding Chart

Barry Investment Advisors, LLC NEA ($10.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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