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Nuveen Variable Rate Pref Incm Cf shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Nuveen Variable Rate Pref Incm Cf (NPFD) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Nuveen Variable Rate Pref Incm Cf

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Variable Rate Pref Incm Cf held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Variable Rate Pref Incm Cf by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 12k 17.91
2023-09-30 $184k 12k 15.67
2023-06-30 $182k 12k 15.48
2023-03-31 $186k 12k 15.84

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Top funds holding Nuveen Variable Rate Pref Incm Cf

Morgan Stanley
Saba Capital Management
Sit Investment Associates
UBS Group
Rivernorth Capital Management
Pathstone Holdings
Envestnet Asset Management
Karpus Investment Management
Royal Bank of Canada
Thomas J. Herzfeld Advisors
Wells Fargo & Company
Stifel Financial
Deschutes Portfolio Strategy
Berson & Corrado Investment Advisors
First Trust Advisors

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