Cresta Advisors, Ltd. NEA Holdings History

Number of Shares
256,647.00
Current Holdings Value*
$2.80 Mil
% of Portfolio
1.37%
Total Estimate Gain
$-88,127.40
% of Total Estimate Gain
-2.45%

Cresta Advisors, Ltd.'s Nuveen AMT-Free Municipal Income Fund Holding Summary

As of 2025-06-30, Cresta Advisors, Ltd. held 256,647.00 shares of Nuveen AMT-Free Municipal Income Fund(NEA), totaling $2.80 Mil. This investment constitutes 1.37% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0.09% of the outstanding Nuveen AMT-Free Municipal Income Fund(NEA) stock.

The initial trade took place in 2022Q4. And since then Cresta Advisors, Ltd. has made 5 purchases of NEA, at an average price of $11.10, for a total of 323,786.00 shares. In addition, there have been 1 sales at an average price of $11.39 for 67,139.00 shares. Based on historical transaction data and NEA's current price of $10.68, Cresta Advisors, Ltd.'s estimated gain on his NEA holdings is $-88,127.40, reflecting a -2.45% gain to date.

Cresta Advisors, Ltd. NEA ($10.68) Holding Chart

Cresta Advisors, Ltd. NEA ($10.68) 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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