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 $430,473. This represents 0.05% of its overall portfolio holdings.

Number of Shares

28,660

Previous 28,660 -0.0%

Holding current value

$430,473

Previous $401,000 5.99%

% of portfolio

0.05%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

11.5M

Call Options Held

Put Options Held

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About Nuveen Dow 30sm Dynamic Overwrite Fund

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 ...

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