Primoris Wealth Advisors, LLC
- SEC CIK
- 0001909619
- Latest filing
- Jul 29, 2026
NAN holding history
Nuveen New York Quality Municipal Income Fund in every 13F filed by Primoris Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NAN overviewAll 13F holders of NANFull Q2 2026 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −11,514−100.0% | Sold out | Holders |
| Q2 2022 | 11,514 | $135.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2022 | 11,514 | $145.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 11,514 | $171.0K | 0.1% | – | No prior filing | Holders |