Beacon Financial Advisory LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

Beacon Financial Advisory LLC

$270 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$12.83 - $13.94 $308,381 - $335,061	-24,036 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$13.52 - $14.92 $2,095 - $2,312	155 Added 0.65%	24,036 $333,000
Q4 2021 Jan 21, 2022	BUY	$14.62 - $15.06 $349,140 - $359,647	23,881 New	23,881 $356,000

Others Institutions Holding NID

# of Institutions

2

Shares Held

71.1K

Call Options Held

0

Put Options Held

0

Sarissa Consulting LLC Santa Monica, CA

71.1K
Shares

$0
0.91% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About Nuveen Intermediate Duration Municipal Term Fund

Ticker NID
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Intermediate Duration Municipal Term Fund is a close ended fixed income 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 fixed income markets of the United States. The fund primarily invests in municipal securities that are exempt from feder...

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