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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