Fortem Financial Group, LLC Nuveen S&P 500 Dynamic Overwrite Fund Transaction History
Fortem Financial Group, LLC
- $249 Million
- Q1 2025
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 54,533 shares of SPXX stock, worth $889,433. This represents 0.37% of its overall portfolio holdings.
Number of Shares
54,533
Previous 38,004
43.49%
Holding current value
$889,433
Previous $674,000
36.65%
% of portfolio
0.37%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding SPXX
# of Institutions
60Shares Held
4.23MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA543KShares$8.85 Million0.0% of portfolio
-
Ubs Group Ag447KShares$7.29 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL334KShares$5.45 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA301KShares$4.9 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL298KShares$4.86 Million0.04% 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...