Secure Asset Management, LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 20, 2023	BUY	$12.17 - $13.22 $558,931 - $607,154	45,927 Added 223.22%	66,502 $0
Q3 2022 Oct 12, 2022	BUY	$12.25 - $13.84 $31,629 - $35,734	2,582 Added 14.35%	20,575 $255,000
Q2 2022 Jul 20, 2022	BUY	$12.83 - $13.94 $6,466 - $7,025	504 Added 2.88%	17,993 $234,000
Q1 2022 Apr 19, 2022	SELL	$13.52 - $14.92 $7,841 - $8,653	-580 Reduced 3.21%	17,489 $242,000
Q4 2021 Jan 24, 2022	BUY	$14.62 - $15.06 $40,570 - $41,791	2,775 Added 18.14%	18,069 $270,000
Q3 2021 Oct 28, 2021	SELL	$14.67 - $14.97 $46,635 - $47,589	-3,179 Reduced 17.21%	15,294 $225,000
Q2 2021 Jul 16, 2021	BUY	$14.09 - $14.98 $51,597 - $54,856	3,662 Added 24.72%	18,473 $277,000
Q1 2021 Apr 14, 2021	BUY	$13.7 - $14.37 $202,910 - $212,834	14,811 New	14,811 $212,000

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 Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.