Heritage Wealth Management, LLC Nuveen Nasdaq 100 Dynamic Overwrite Fund Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding QQQX
# of Institutions
141Shares Held
15.1MCall Options Held
0Put Options Held
0-
Karpus Management, Inc. Pittsford, NY1.74MShares$47.6 Million1.42% of portfolio
-
Morgan Stanley New York, NY1.73MShares$47.5 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC1.14MShares$31.3 Million1.14% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$29 Million0.01% of portfolio
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Ubs Group Ag824KShares$22.6 Million0.0% of portfolio
About Nuveen NASDAQ 100 Dynamic Overwrite Fund
- Ticker QQQX
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Nasdaq 100 Dynamic Overwrite Fund is a closed-ended equity indexed 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 the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified ...