Redwood Family Wealth LLC
Position in NUW — Nuveen AMT-Free Municipal Value Fund
CIK 2116118
ADDISON, TX
Position in NUW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$176,874
+$615 QoQ
Shares Held
12,300
0.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#53
of 70 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NUW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Redwood Family Wealth LLC holds $2,417,258 across 5 Asset Management names. NUW ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUV |
Nuveen Municipal Value Fund Inc
|
170,632 | $1,573,227 | |
| 2 | INV |
Innventure, Inc.
|
56,000 | $283,920 | |
| 3 | NXP |
Nuveen Select Tax Free Income Portfolio
|
14,162 | $202,658 | |
| 4 | MHF |
Western Asset Municipal High Income Fund Inc.
|
25,797 | $180,579 | |
| 5 | NUW |
Nuveen AMT-Free Municipal Value Fund
This page
|
12,300 | $176,874 |
All Filings in NUW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,874 | 12,300 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||