A detailed history of Instrumental Wealth, LLC transactions in Nuveen S&P 500 Buy Write Income Fund stock. As of the latest transaction made, Instrumental Wealth, LLC holds 22,704 shares of BXMX stock, worth $310,590. This represents 0.31% of its overall portfolio holdings.

Number of Shares
22,704
Previous 22,704 -0.0%
Holding current value
$310,590
Previous $297 Million 5.58%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Jul 26, 2024

BUY
$12.47 - $13.51 $2,020 - $2,188
162 Added 0.72%
22,704 $297 Million
Q1 2024

May 29, 2024

BUY
$12.73 - $13.33 $8,936 - $9,357
702 Added 3.21%
22,542 $297 Million
Q4 2023

Jan 25, 2024

BUY
$11.76 - $12.9 $3,798 - $4,166
323 Added 1.5%
21,840 $281 Million
Q3 2023

Oct 18, 2023

SELL
$12.39 - $13.64 $3,580 - $3,941
-289 Reduced 1.33%
21,517 $270 Million
Q2 2023

Jul 13, 2023

BUY
$12.99 - $13.48 $12,938 - $13,426
996 Added 4.79%
21,806 $296 Million
Q1 2023

May 04, 2023

BUY
$12.62 - $13.61 $262,622 - $283,224
20,810 New
20,810 $272 Million

Others Institutions Holding BXMX

About Nuveen S&P 500 BuyWrite Income Fund


  • Ticker BXMX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen S&P 500 Buy-Write Income Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. It is co-managed by Nuveen Fund Advisors LLC and Gateway Investment Advisers, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified se...
More about BXMX
Track This Portfolio

Track Instrumental Wealth, LLC Portfolio

Follow Instrumental Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.