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Avior Wealth Management, LLC → NAD

Avior Wealth Management, LLC NAD Position History

Nuveen Quality Municipal Income Fund

Quarters held
5
Latest value
$706K
Q3 2026
Peak value
$1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1M
Q4 2025$999K
Q1 2026$980K
Q2 2026$845K
Q3 2026$706K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$706K69.7K——
Q2 2026$845K69.7K——
Q1 2026$980K85.2K——
Q4 2025$999K83.1K——
Q3 2025$1M87.8K——

Other funds holding NAD

Other Avior Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$255.1M
VGES

VANGUARD INDEX FDS

$237.6M
VGES

VANGUARD INDEX FDS

$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

ISHARES TR

$160.9M
ETHA

ISHARES TR

$133.3M