WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
NAC holding history
Nuveen California Quality Municipal Income Fund in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NAC overviewAll 13F holders of NACFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −5,000−100.0% | Sold out | Holders |
| Q2 2023 | 5,000 | $54.6K | <0.1% | −6,100−55.0% | Reduced | Holders |
| Q1 2023 | 11,100 | $122.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 11,100 | $125.1K | <0.1% | – | No prior filing | Holders |