Number of Shares
176,680.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
1.02%
Total Estimate Gain
$-297,537.51
% of Total Estimate Gain
-13.16%

Melone Private Wealth, LLC's Nuveen Quality Municipal Income Fund Holding Summary

As of 2025-06-30, Melone Private Wealth, LLC held 176,680.00 shares of Nuveen Quality Municipal Income Fund(NAD), totaling $1.99 Mil. This investment constitutes 1.02% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.08% of the outstanding Nuveen Quality Municipal Income Fund(NAD) stock.

The initial trade took place in 2022Q1. And since then Melone Private Wealth, LLC has made 15 purchases of NAD, at an average price of $12.79, for a total of 176,680.00 shares. Based on historical transaction data and NAD's current price of $11.11, Melone Private Wealth, LLC's estimated gain on his NAD holdings is $-297,537.51, reflecting a -13.16% gain to date.

Melone Private Wealth, LLC NAD ($11.11) Holding Chart

Melone Private Wealth, LLC NAD ($11.11) 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 %

Top Ranked Articles

  • 1