A detailed history of Atria Wealth Solutions, Inc. transactions in Nuveen S&P 500 Dynamic Overwrite Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 244,363 shares of SPXX stock, worth $4.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
244,363
Previous 220,685 10.73%
Holding current value
$4.01 Million
Previous $3.32 Million 15.37%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 13, 2024

BUY
$14.75 - $15.74 $349,250 - $372,691
23,678 Added 10.73%
244,363 $3.83 Million
Q4 2023

Feb 02, 2024

SELL
$13.6 - $15.09 $65,184 - $72,326
-4,793 Reduced 2.13%
220,685 $3.32 Million
Q3 2023

Nov 08, 2023

SELL
$14.56 - $15.9 $63,816 - $69,689
-4,383 Reduced 1.91%
225,478 $3.34 Million
Q2 2023

Aug 03, 2023

SELL
$14.83 - $15.83 $28,088 - $29,982
-1,894 Reduced 0.82%
229,861 $3.6 Million
Q1 2023

Jun 14, 2023

BUY
$14.81 - $16.36 $3.43 Million - $3.79 Million
231,755 New
231,755 $3.61 Million
Q4 2022

Aug 30, 2023

BUY
$15.33 - $17.87 $29,035 - $33,845
1,894 Added 0.82%
231,755 $3.74 Million
Q4 2022

Feb 13, 2023

BUY
$15.33 - $17.87 $4,599 - $5,361
300 Added 0.13%
231,755 $3.74 Million
Q3 2022

Nov 14, 2022

BUY
$15.01 - $16.78 $124,718 - $139,425
8,309 Added 3.72%
231,455 $3.47 Million
Q2 2022

Aug 15, 2022

BUY
$14.87 - $18.18 $3.32 Million - $4.06 Million
223,146 New
223,146 $3.49 Million

Others Institutions Holding SPXX

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...
More about SPXX
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