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Avior Wealth Management, LLC → NEA
Avior Wealth Management, LLC NEA Position History
Nuveen AMT-Free Quality Municipal Income Fund • Financial Services
Quarters held
13
Latest value
$384K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $149K |
| Q3 2025 | $1.3M |
| Q3 2025 | $166K |
| Q4 2025 | $150K |
| Q4 2025 | $1.2M |
| Q4 2025 | $173K |
| Q1 2026 | $152K |
| Q1 2026 | $1.1M |
| Q1 2026 | $185K |
| Q2 2026 | $188K |
| Q2 2026 | $1.2M |
| Q3 2026 | $907K |
| Q3 2026 | $384K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $384K | 42.8K | — | — |
| Q3 2026 | $907K | 91.1K | — | — |
| Q2 2026 | $1.2M | 106.1K | — | — |
| Q2 2026 | $188K | 17.8K | — | — |
| Q1 2026 | $185K | 17.8K | — | — |
| Q1 2026 | $1.1M | 101.8K | — | — |
| Q1 2026 | $152K | 16.1K | — | — |
| Q4 2025 | $173K | 13.2K | — | — |
| Q4 2025 | $1.2M | 99.7K | — | — |
| Q4 2025 | $150K | 16.1K | — | — |
| Q3 2025 | $166K | 12.8K | — | — |
| Q3 2025 | $1.3M | 112.2K | — | — |
| Q3 2025 | $149K | 16.1K | — | — |
Other funds holding NEA
$115.3M
$110.2M
$109.7M
$99.1M