Melone Private Wealth, LLC NEA Holdings History
Number of Shares
345,091.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
1.91%
Total Estimate Gain
$-746,427.68
% of Total Estimate Gain
-16.83%
Melone Private Wealth, LLC's Nuveen AMT-Free Municipal Income Fund Holding Summary
As of 2025-06-30, Melone Private Wealth, LLC held 345,091.00 shares of Nuveen AMT-Free Municipal Income Fund(NEA), totaling $3.74 Mil. This investment constitutes 1.91% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.12% of the outstanding Nuveen AMT-Free Municipal Income Fund(NEA) stock.
The initial trade took place in 2021Q4. And since then Melone Private Wealth, LLC has made 15 purchases of NEA, at an average price of $12.85, for a total of 345,091.00 shares. Based on historical transaction data and NEA's current price of $10.69, Melone Private Wealth, LLC's estimated gain on his NEA holdings is $-746,427.68, reflecting a -16.83% gain to date.
Melone Private Wealth, LLC NEA ($10.69) Holding Chart
Melone Private Wealth, LLC NEA ($10.69) 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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