Fortem Financial Group, LLC Nuveen S&P 500 Dynamic Overwrite Fund Transaction History
Fortem Financial Group, LLC
- $226 Million
- Q2 2024
A detailed history of Fortem Financial Group, LLC transactions in Nuveen S&P 500 Dynamic Overwrite Fund stock. As of the latest transaction made, Fortem Financial Group, LLC holds 38,004 shares of SPXX stock, worth $631,246. This represents 0.27% of its overall portfolio holdings.
Number of Shares
38,004
Previous 29,791
27.57%
Holding current value
$631,246
Previous $466,000
33.05%
% of portfolio
0.27%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding SPXX
# of Institutions
56Shares Held
4.11MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA551KShares$9.15 Million0.0% of portfolio
-
Ubs Group Ag434KShares$7.21 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL281KShares$4.67 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL279KShares$4.64 Million0.03% of portfolio
-
1607 Capital Partners, LLC Richmond, VA245KShares$4.07 Million0.36% of portfolio
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...