Ibex Wealth Advisors Nuveen S&P 500 Dynamic Overwrite Fund Transaction History

Ibex Wealth Advisors

$728 Million
Q1 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 20, 2021	BUY	$16.57 - $19.07 $178,989 - $205,994	10,802 New	10,802 $196,000
Q2 2020 Aug 14, 2020	SELL	$11.25 - $13.63 $248,568 - $301,154	-22,095 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$9.44 - $16.89 $118,000 - $211,125	-12,500 Reduced 36.13%	22,095 $255,000
Q3 2019 Nov 12, 2019	BUY	$15.4 - $16.81 $94,663 - $103,331	6,147 Added 21.61%	34,595 $533,000
Q2 2019 Jul 30, 2019	BUY	$14.98 - $15.87 $73,821 - $78,207	4,928 Added 20.95%	28,448 $449,000
Q1 2019 May 01, 2019	BUY	$14.0 - $15.74 $329,280 - $370,204	23,520 New	23,520 $364,000

Others Institutions Holding SPXX

# of Institutions

56

Shares Held

4.2M

Call Options Held

0

Put Options Held

0

About Nuveen S&P 500 Dynamic Overwrite Fund

Ticker SPXX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed 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...

More about SPXX

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