San Luis Wealth Advisors LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

San Luis Wealth Advisors LLC

$484 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$12.83 - $13.94 $128,300 - $139,400	-10,000 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$13.52 - $14.92 $135,200 - $149,200	10,000 New	10,000 $149,000
Q4 2021 Feb 14, 2022	SELL	$14.62 - $15.06 $146,200 - $150,600	-10,000 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$14.67 - $14.97 $468,779 - $478,366	-31,955 Reduced 76.16%	10,000 $147,000
Q4 2020 Feb 05, 2021	BUY	$13.15 - $13.92 $551,708 - $584,013	41,955 New	41,955 $582,000

Others Institutions Holding NID

# of Institutions

2

Shares Held

71.1K

Call Options Held

0

Put Options Held

0

Sarissa Consulting LLC Santa Monica, CA

71.1K
Shares

$0
0.91% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About Nuveen Intermediate Duration Municipal Term Fund

Ticker NID
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Intermediate Duration Municipal Term Fund is a close ended fixed income 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 fixed income markets of the United States. The fund primarily invests in municipal securities that are exempt from feder...

Track This Portfolio

Portfolio Update

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

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.