Redwood Family Wealth LLC
Position in NUW — Nuveen AMT-Free Municipal Value Fund
CIK 2116118
ADDISON, TX
Position in NUW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$176,259
-$38,391 QoQ
Shares Held
12,300
-18.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NUW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Redwood Family Wealth LLC holds $2,195,869 across 5 Asset Management names. NUW ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUV |
Nuveen Municipal Value Fund Inc
|
163,433 | $1,469,262 | |
| 2 | NXP |
Nuveen Select Tax Free Income Portfolio
|
13,342 | $191,457 | |
| 3 | INV |
Innventure, Inc.
|
46,000 | $179,860 | |
| 4 | MHF |
Western Asset Municipal High Income Fund Inc.
|
25,797 | $179,031 | |
| 5 | NUW |
Nuveen AMT-Free Municipal Value Fund
This page
|
12,300 | $176,259 |
All Filings in NUW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,259 | 12,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $214,650 | 15,000 | Shares | Sole | 2026-03-06 | |
| No filing history on record for this holder in this stock. | ||||||