A detailed history of Geneos Wealth Management Inc. transactions in Nuveen S&P 500 Dynamic Overwrite Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 172 shares of SPXX stock, worth $2,960. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172
Previous 172 -0.0%
Holding current value
$2,960
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$15.01 - $16.78 $12,758 - $14,263
-850 Reduced 83.17%
172 $2,000
Q2 2022

Jul 22, 2022

SELL
$14.87 - $18.18 $1,040 - $1,272
-70 Reduced 6.41%
1,022 $16,000
Q1 2021

Jun 17, 2021

BUY
$14.84 - $16.53 $2,552 - $2,843
172 Added 18.7%
1,092 $18,000
Q3 2019

Sep 07, 2021

SELL
$15.4 - $16.81 $4,774 - $5,211
-310 Reduced 25.2%
920 $14,000
Q1 2019

Sep 07, 2021

SELL
$14.0 - $15.74 $840 - $944
-60 Reduced 4.65%
1,230 $19,000
Q4 2018

Sep 07, 2021

SELL
$12.9 - $17.02 $1,032 - $1,361
-80 Reduced 5.84%
1,290 $17,000
Q1 2018

Sep 07, 2021

BUY
$16.95 - $18.71 $2,288 - $2,525
135 Added 10.93%
1,370 $23,000
Q2 2016

Sep 07, 2021

BUY
N/A
1,235
1,235 $16,000

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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