Kingswood Wealth Advisors, LLC Nuveen Nasdaq 100 Dynamic Overwrite Fund Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Nuveen Nasdaq 100 Dynamic Overwrite Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 29,984 shares of QQQX stock, worth $820,662. This represents 0.06% of its overall portfolio holdings.
Number of Shares
29,984
Previous 14,295
109.75%
Holding current value
$820,662
Previous $355 Million
128.79%
% of portfolio
0.06%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding QQQX
# of Institutions
141Shares Held
15.1MCall Options Held
0Put Options Held
0-
Karpus Management, Inc. Pittsford, NY1.74MShares$47.6 Million1.42% of portfolio
-
Morgan Stanley New York, NY1.73MShares$47.5 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC1.14MShares$31.3 Million1.14% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$29 Million0.01% of portfolio
-
Ubs Group Ag824KShares$22.6 Million0.0% of portfolio
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 ...