Shaker Financial Services, LLC Nuveen S&P 500 Dynamic Overwrite Fund Transaction History
Shaker Financial Services, LLC
- $256 Million
- Q1 2024
A detailed history of Shaker Financial Services, LLC transactions in Nuveen S&P 500 Dynamic Overwrite Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 275,950 shares of SPXX stock, worth $4.53 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
275,950
Previous 186,657
47.84%
Holding current value
$4.53 Million
Previous $2.81 Million
54.04%
% of portfolio
1.69%
Previous 1.16%
Shares
21 transactions
Others Institutions Holding SPXX
# of Institutions
55Shares Held
4.07MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA552KShares$9.07 Million0.0% of portfolio
-
Ubs Group Ag426KShares$7 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL280KShares$4.59 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL259KShares$4.25 Million0.03% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY244KShares$4.01 Million0.04% of portfolio
About Nuveen S&P 500 Dynamic Overwrite Fund
- Ticker SPXX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed 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...