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 $656,329. This represents 0.27% of its overall portfolio holdings.

Number of Shares
38,004
Previous 38,004 -0.0%
Holding current value
$656,329
Previous $620,000 2.74%
% of portfolio
0.27%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$14.91 - $16.33 $122,455 - $134,118
8,213 Added 27.57%
38,004 $620,000
Q1 2024

May 01, 2024

BUY
$14.75 - $15.74 $19,824 - $21,154
1,344 Added 4.72%
29,791 $466,000
Q4 2023

Jan 25, 2024

BUY
$13.6 - $15.09 $386,879 - $429,265
28,447 New
28,447 $427,000
Q1 2021

Apr 20, 2021

SELL
$14.84 - $16.53 $93,492 - $104,139
-6,300 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$12.77 - $15.24 $80,451 - $96,012
6,300 New
6,300 $96,000

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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