Kingswood Wealth Advisors, LLC Nuveen S&P 500 Dynamic Overwrite Fund Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Nuveen S&P 500 Dynamic Overwrite Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,625 shares of SPXX stock, worth $235,303. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,625
Previous 13,625
-0.0%
Holding current value
$235,303
Previous $242 Million
1.41%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SPXX
# of Institutions
61Shares Held
3.92MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA682KShares$11.8 Million0.0% of portfolio
-
Ubs Group Ag405KShares$7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL346KShares$5.97 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC312KShares$5.38 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA309KShares$5.34 Million0.0% of portfolio
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...