Tria Gen Wealth Management LLC Nuveen Nasdaq 100 Dynamic Overwrite Fund Transaction History
Tria Gen Wealth Management LLC
- $350 Million
- Q4 2025
A detailed history of Tria Gen Wealth Management LLC transactions in Nuveen Nasdaq 100 Dynamic Overwrite Fund stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 8,060 shares of QQQX stock, worth $221,891. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,060
Previous 10,951
26.4%
Holding current value
$221,891
Previous $300,000
26.33%
% of portfolio
0.06%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding QQQX
# of Institutions
150Shares Held
14.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.97MShares$54.2 Million0.0% of portfolio
-
Karpus Management, Inc. Pittsford, NY1.72MShares$47.4 Million1.94% of portfolio
-
Wells Fargo & Company San Francisco, CA1.24MShares$34 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA845KShares$23.3 Million0.0% of portfolio
-
Ubs Group Ag727KShares$20 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 ...