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Blake Schutter Theil Wealth Advisors, LLC → NEA

Blake Schutter Theil Wealth Advisors, LLC NEA Position History

Nuveen AMT-Free Quality Municipal Income Fund • Financial Services

Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.2M
Q4 2025$1.5M
Q1 2026$1.7M
Q2 2026$1.9M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M200.1K——
Q2 2026$1.9M200.1K——
Q1 2026$1.7M181.4K——
Q4 2025$1.5M160.5K——
Q3 2025$1.2M129.1K——

Other funds holding NEA

Other Blake Schutter Theil Wealth Advisors, LLC positions

FIS

FIDELITY COVINGTON TRUST

$19.6M
FIS

FIDELITY COVINGTON TRUST

$19M
FIS

FIDELITY COVINGTON TRUST

$18.3M
FIS

FIDELITY COVINGTON TRUST

$17.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.8M
VGES

VANGUARD STAR FDS

$9M
VGES

VANGUARD STAR FDS

$9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.9M