A detailed history of Atria Wealth Solutions, Inc. transactions in Nuveen Nasdaq 100 Dynamic Overwrite Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 41,078 shares of QQQX stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
41,078
Previous 70,337 41.6%
Holding current value
$1.04 Million
Previous $1.63 Million 39.13%
% of portfolio
0.01%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$22.45 - $24.21 $656,864 - $708,360
-29,259 Reduced 41.6%
41,078 $991,000
Q4 2023

Feb 02, 2024

SELL
$20.33 - $23.53 $625,086 - $723,476
-30,747 Reduced 30.42%
70,337 $1.63 Million
Q3 2023

Nov 08, 2023

BUY
$21.72 - $25.19 $173,282 - $200,965
7,978 Added 8.57%
101,084 $2.27 Million
Q2 2023

Aug 03, 2023

BUY
$22.95 - $25.87 $268,629 - $302,808
11,705 Added 14.38%
93,106 $2.32 Million
Q1 2023

Aug 22, 2023

SELL
$20.7 - $23.98 $195,656 - $226,658
-9,452 Reduced 10.15%
83,654 $2 Million
Q1 2023

Jun 14, 2023

SELL
$20.7 - $23.98 $46,637 - $54,026
-2,253 Reduced 2.69%
81,401 $1.95 Million
Q1 2023

May 10, 2023

BUY
$20.7 - $23.98 $11,778 - $13,644
569 Added 0.68%
83,654 $2 Million
Q4 2022

Aug 30, 2023

SELL
$20.0 - $23.42 $234,100 - $274,131
-11,705 Reduced 12.57%
81,401 $1.66 Million
Q4 2022

Feb 13, 2023

BUY
$20.0 - $23.42 $1.23 Million - $1.44 Million
61,297 Added 281.33%
83,085 $1.7 Million
Q3 2022

Nov 14, 2022

BUY
$20.51 - $25.08 $446,871 - $546,443
21,788 New
21,788 $457,000
Q2 2022

Aug 15, 2022

SELL
$21.14 - $28.77 $350,332 - $476,776
-16,572 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$24.79 - $30.83 $410,819 - $510,914
16,572 New
16,572 $480,000

Others Institutions Holding QQQX

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 ...
More about QQQX
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.