WFA of San Diego, LLC
Position in NCA — Nuveen California Municipal Value Fund
CIK 1821407
SAN DIEGO, CA
Position in NCA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$14,070
+$645 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NCA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WFA of San Diego, LLC holds $169,840 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
22,000 | $169,840 |
All Filings in NCA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,070 | 1,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,425 | 1,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,350 | 1,500 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $13,020 | 1,500 | Shares | Sole | 2025-08-15 | |
| 2022-12-31 | $12,675 | 1,500 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||