Ifp Advisors, Inc Nuveen Enhanced Yield U.S. Agg Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	SELL	$20.22 - $22.1 $586 - $640	-29 Reduced 1.8%	1,583 $37,000
Q2 2022 Sep 06, 2022	BUY	$20.98 - $22.91 $33,819 - $36,930	1,612 New	1,612 $38,000
Q2 2022 Aug 12, 2022	SELL	$20.98 - $22.91 $33,819 - $36,930	-1,612 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$22.67 - $24.44 $36,544 - $39,397	1,612 New	1,612 $0
Q3 2021 Oct 06, 2021	SELL	$24.82 - $25.24 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$24.68 - $24.94 $52,642 - $53,197	-2,133 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$24.57 - $25.75 $132,162 - $138,509	-5,379 Reduced 71.61%	2,133 $52,000
Q4 2020 Jan 25, 2021	BUY	$25.41 - $25.81 $44,747 - $45,451	1,761 Added 30.62%	7,512 $194,000
Q3 2020 Oct 29, 2020	SELL	$25.54 - $26.09 $50,109 - $51,188	-1,962 Reduced 25.44%	5,751 $148,000
Q2 2020 Aug 05, 2020	SELL	$24.48 - $25.66 $6,266 - $6,568	-256 Reduced 3.21%	7,713 $198,000
Q1 2020 May 12, 2020	SELL	$22.8 - $25.73 $40,720 - $45,953	-1,786 Reduced 18.31%	7,969 $197,000
Q4 2019 Jan 17, 2020	SELL	$24.57 - $24.99 $14,742 - $14,993	-600 Reduced 5.79%	9,755 $241,000
Q3 2019 Nov 07, 2019	BUY	$24.62 - $24.93 $254,940 - $258,150	10,355 New	10,355 $257,000
Q1 2019 May 15, 2019	SELL	N/A	-13,568 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-1,420 Reduced 9.47%	13,568 $0
Q3 2018 Oct 25, 2018	BUY	N/A	813 Added 5.74%	14,988 $0
Q2 2018 Aug 07, 2018	BUY	N/A	276 Added 1.99%	14,175 $0
Q1 2018 May 09, 2018	BUY	N/A	13,899 New	13,899 $0

Others Institutions Holding NUAG

# of Institutions

30

Shares Held

1.44M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

591K
Shares

$12.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$6.29 Million
0.0% of portfolio
Prospera Financial Services Inc

73K
Shares

$1.52 Million
0.04% of portfolio
Beaumont Financial Partners, LLC

70.9K
Shares

$1.48 Million
0.14% of portfolio
Principal Street Partners, LLC Memphis, TN

55.6K
Shares

$1.16 Million
0.2% of portfolio

About NUVEEN ENHANCED YIELD U.S. AGG

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