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Wealth Management Solutions, LLC

SEC CIK
0001905979
Latest filing
Oct 25, 2023

NAD holding history

Nuveen Quality Municipal Income Fund in every 13F filed by Wealth Management Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NAD overviewAll 13F holders of NADFull Q3 2023 holdings

Shares (Q3 2023)
13,513
Value
$137.0K
% of portfolio
0.1%
Quarters held
8
Since Q4 2021
Holdings of NAD by Wealth Management Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202313,513$137.0K0.1%00.0%UnchangedHolders
Q2 202313,513$152.3K0.1%00.0%UnchangedHolders
Q1 202313,513$155.8K0.1%00.0%UnchangedHolders
Q4 202213,513$159.0K0.1%00.0%UnchangedHolders
Q3 202213,513$149.0K0.1%00.0%UnchangedHolders
Q2 202213,513$169.0K0.1%+555+4.3%AddedHolders
Q1 202212,958$173.0K0.1%+350+2.8%AddedHolders
Q4 202112,608$203.0K0.1%–No prior filingHolders