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LYELL WEALTH MANAGEMENT, LP → NAC
LYELL WEALTH MANAGEMENT, LP NAC Position History
Nuveen California Quality Municipal Income Fund • Financial Services
Quarters held
2
Latest value
$144K
Q3 2026
Peak value
$172K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $172K |
| Q3 2026 | $144K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $144K | 13.7K | — | — |
| Q2 2026 | $172K | 13.7K | — | — |
Other funds holding NAC
$84M
$69.9M
$60.7M
$43.2M
$41.6M
$38.6M
$36.3M
$36.3M