Alta Wealth Advisors LLC Nuveen Enhanced Yield U.S. Agg Transaction History

Alta Wealth Advisors LLC

  • $200 Million
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$19.89 - $20.8 $4,773 - $4,992
-240 Reduced 0.89%
26,755 $532,000
Q2 2023

Jul 17, 2023
SELL
$20.52 - $21.18 $78,591 - $81,119
-3,830 Reduced 12.42%
26,995 $559,000
Q1 2023

Apr 21, 2023
SELL
$20.37 - $21.31 $8,514 - $8,907
-418 Reduced 1.34%
30,825 $647,000
Q4 2022

Jan 20, 2023
SELL
$19.76 - $21.04 $153,396 - $163,333
-7,763 Reduced 19.9%
31,243 $0
Q2 2022

Jul 28, 2022
SELL
$20.98 - $22.91 $219,429 - $239,615
-10,459 Reduced 21.14%
39,006 $840,000
Q1 2022

Apr 27, 2022
BUY
$22.67 - $24.44 $3,264 - $3,519
144 Added 0.29%
49,465 $1.14 Million
Q4 2021

Feb 14, 2022
BUY
$24.52 - $24.94 $138,685 - $141,060
5,656 Added 12.95%
49,321 $1.21 Million
Q3 2021

Oct 13, 2021
BUY
$24.82 - $25.24 $52,221 - $53,104
2,104 Added 5.06%
43,665 $1.08 Million
Q2 2021

Aug 02, 2021
BUY
$24.68 - $24.94 $98,103 - $99,136
3,975 Added 10.58%
41,561 $1.04 Million
Q1 2021

Apr 20, 2021
SELL
$24.57 - $25.75 $104,668 - $109,695
-4,260 Reduced 10.18%
37,586 $929,000
Q4 2020

Feb 08, 2021
BUY
$25.41 - $25.81 $1.06 Million - $1.08 Million
41,846 New
41,846 $1.08 Million

Others Institutions Holding NUAG

# of Institutions
28
Shares Held
1.39M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ENHANCED YIELD U.S. AGG

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