A detailed history of Bdo Wealth Advisors, LLC transactions in Nuveen Dow 30sm Dynamic Overwrite Fund stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 17,901 shares of DIAX stock, worth $271,558. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,901
Previous 18,499 3.23%
Holding current value
$271,558
Previous $271,000 7.01%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

SELL
$13.76 - $15.1 $8,228 - $9,029
-598 Reduced 3.23%
17,901 $252,000
Q1 2023

May 09, 2023

SELL
$14.15 - $15.85 $83,513 - $93,546
-5,902 Reduced 24.19%
18,499 $271,000
Q4 2022

Jan 27, 2023

SELL
$13.67 - $16.16 $67,434 - $79,717
-4,933 Reduced 16.82%
24,401 $0
Q4 2021

Feb 11, 2022

SELL
$16.79 - $17.95 $36,299 - $38,807
-2,162 Reduced 6.86%
29,334 $521,000
Q3 2021

Nov 09, 2021

SELL
$16.75 - $17.71 $7,051 - $7,455
-421 Reduced 1.32%
31,496 $528,000
Q2 2021

Sep 03, 2021

SELL
$16.3 - $17.44 $2,656 - $2,842
-163 Reduced 0.51%
31,917 $543,000
Q1 2021

May 14, 2021

BUY
$14.64 - $16.25 $469,651 - $521,300
32,080 New
32,080 $521,000

Others Institutions Holding DIAX

About Nuveen Dow 30sm Dynamic Overwrite Fund


  • Ticker DIAX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Dow 30 Dynamic Overwrite Fund is a closed-ended equity 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 sectors. It ...
More about DIAX
Track This Portfolio

Track Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, LLC 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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.