9258 Wealth Management, LLC Nuveen Dow 30sm Dynamic Overwrite Fund Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in Nuveen Dow 30sm Dynamic Overwrite Fund stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 11,735 shares of DIAX stock, worth $171,917. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,735
Previous 12,092
2.95%
Holding current value
$171,917
Previous $177,000
7.34%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding DIAX
# of Institutions
93Shares Held
11.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.4MShares$20.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$16.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA920KShares$13.5 Million0.0% of portfolio
-
Ubs Group Ag795KShares$11.6 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC699KShares$10.2 Million0.4% of portfolio
About Nuveen Dow 30sm Dynamic Overwrite Fund
- Ticker DIAX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Dow 30 Dynamic Overwrite Fund is a closed-ended equity mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It ...