Kingswood Wealth Advisors, LLC Nuveen Nasdaq 100 Dynamic Overwrite Fund Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Nuveen Nasdaq 100 Dynamic Overwrite Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,955 shares of QQQX stock, worth $448,875. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,955
Previous 14,609
22.9%
Holding current value
$448,875
Previous $353 Million
27.69%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding QQQX
# of Institutions
129Shares Held
14.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.73MShares$43.2 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC1.14MShares$28.6 Million1.17% of portfolio
-
Karpus Management, Inc. Pittsford, NY1.08MShares$27 Million0.83% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$26.2 Million0.01% of portfolio
-
Nan Shan Life Insurance Co., Ltd. Taipei City, F5848KShares$21.2 Million0.5% of portfolio
About Nuveen NASDAQ 100 Dynamic Overwrite Fund
- Ticker QQQX
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Nasdaq 100 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified ...