Institute For Wealth Management, Llc. Nuveen Dow 30sm Dynamic Overwrite Fund Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Nuveen Dow 30sm Dynamic Overwrite Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 28,660 shares of DIAX stock, worth $444,230. This represents 0.05% of its overall portfolio holdings.

Number of Shares
28,660
Previous 28,660 -0.0%
Holding current value
$444,230
Previous $401,000 5.99%
% of portfolio
0.05%
Previous 0.05%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$13.6 - $14.59 $1,985 - $2,130
-146 Reduced 0.51%
28,660 $401,000
Q4 2023

Jan 31, 2024
SELL
$12.81 - $14.16 $43,528 - $48,115
-3,398 Reduced 10.55%
28,806 $403,000
Q3 2023

Oct 13, 2023
SELL
$13.61 - $14.5 $816 - $870
-60 Reduced 0.19%
32,204 $441,000
Q2 2023

Jul 25, 2023
SELL
$13.76 - $15.1 $1,788 - $1,963
-130 Reduced 0.4%
32,264 $455,000
Q1 2023

Apr 20, 2023
SELL
$14.15 - $15.85 $1,768 - $1,981
-125 Reduced 0.38%
32,394 $475,000
Q3 2022

Oct 18, 2022
SELL
$13.49 - $16.44 $3,035 - $3,699
-225 Reduced 0.69%
32,519 $439,000
Q2 2022

Jul 25, 2022
SELL
$14.72 - $16.93 $883 - $1,015
-60 Reduced 0.18%
32,744 $500,000
Q4 2021

Jan 21, 2022
SELL
$16.79 - $17.95 $805 - $861
-48 Reduced 0.15%
32,804 $583,000
Q3 2021

Nov 15, 2021
SELL
$16.75 - $17.71 $2,010 - $2,125
-120 Reduced 0.36%
32,852 $550,000
Q2 2021

Jul 21, 2021
SELL
$16.3 - $17.44 $391 - $418
-24 Reduced 0.07%
32,972 $561,000
Q1 2021

May 04, 2021
SELL
$14.64 - $16.25 $1,054 - $1,170
-72 Reduced 0.22%
32,996 $536,000
Q4 2020

Feb 01, 2021
SELL
$12.72 - $15.2 $32,563 - $38,912
-2,560 Reduced 7.19%
33,068 $503,000
Q1 2020

Apr 29, 2020
SELL
$9.93 - $18.0 $76,103 - $137,952
-7,664 Reduced 17.7%
35,628 $446,000
Q4 2019

Feb 27, 2020
BUY
$17.37 - $18.28 $738,693 - $777,393
42,527 Added 5559.08%
43,292 $765,000
Q4 2019

Jan 27, 2020
SELL
$17.37 - $18.28 $738,693 - $777,393
-42,527 Reduced 98.23%
765 $765,000
Q1 2019

May 15, 2019
SELL
$15.94 - $18.39 $63 - $73
-4 Reduced 0.01%
43,292 $779,000
Q4 2018

Feb 08, 2019
SELL
$14.78 - $20.03 $77,550 - $105,097
-5,247 Reduced 10.81%
43,296 $698,000
Q3 2018

Oct 29, 2018
SELL
$18.4 - $19.86 $161,625 - $174,450
-8,784 Reduced 15.32%
48,543 $940,000
Q2 2018

Aug 10, 2018
SELL
$17.4 - $19.95 $2,992 - $3,431
-172 Reduced 0.3%
57,327 $1.11 Million
Q1 2018

May 15, 2018
SELL
$17.29 - $19.42 $484 - $543
-28 Reduced 0.05%
57,499 $1.11 Million
Q4 2017

Feb 12, 2018
SELL
$16.9 - $18.84 $4,867 - $5,425
-288 Reduced 0.5%
57,527 $1.09 Million
Q3 2017

Nov 14, 2017
SELL
$16.44 - $16.99 $1,101 - $1,138
-67 Reduced 0.12%
57,815 $981,000
Q2 2017

Aug 14, 2017
BUY
N/A
57,882
57,882 $956,000

Others Institutions Holding DIAX

# of Institutions
92
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About Nuveen Dow 30sm Dynamic Overwrite Fund

DIAX Quotes by TradingView
  • Ticker DIAX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Dow 30 Dynamic Overwrite Fund is a closed-ended equity 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 sectors. It ...
More about DIAX
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