Ae Wealth Management LLC Nuveen Nasdaq 100 Dynamic Overwrite Fund Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$20.33 - $23.53 $58,326 - $67,507	2,869 Added 23.91%	14,867 $344,000
Q3 2023 Oct 11, 2023	BUY	$21.72 - $25.19 $260,596 - $302,229	11,998 New	11,998 $269,000
Q4 2021 Jan 20, 2022	SELL	$28.05 - $30.65 $260,191 - $284,309	-9,276 Closed	0 $0
Q3 2021 Nov 01, 2021	SELL	$28.37 - $30.6 $19,887 - $21,450	-701 Reduced 7.03%	9,276 $263,000
Q2 2021 Jul 21, 2021	BUY	$26.57 - $29.57 $10,654 - $11,857	401 Added 4.19%	9,977 $293,000
Q1 2021 Apr 27, 2021	SELL	$25.38 - $27.61 $2,157 - $2,346	-85 Reduced 0.88%	9,576 $260,000
Q4 2020 Feb 01, 2021	BUY	$22.3 - $26.05 $215,440 - $251,669	9,661 New	9,661 $251,000

Others Institutions Holding QQQX

# of Institutions

135

Shares Held

15M

Call Options Held

0

Put Options Held

0

About Nuveen NASDAQ 100 Dynamic Overwrite Fund

Ticker QQQX
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Nuveen Nasdaq 100 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified ...

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