Heritage Wealth Management, LLC Nuveen S&P 500 Dynamic Overwrite Fund Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SPXX
# of Institutions
54Shares Held
4.03MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA559KShares$9.62 Million0.0% of portfolio
-
Ubs Group Ag433KShares$7.45 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL287KShares$4.94 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL281KShares$4.84 Million0.01% of portfolio
-
1607 Capital Partners, LLC Richmond, VA274KShares$4.71 Million0.42% 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...