Soa Wealth Advisors, Llc. Nuveen Dow 30sm Dynamic Overwrite Fund Transaction History
Soa Wealth Advisors, Llc.
- $491 Million
- Q2 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Nuveen Dow 30sm Dynamic Overwrite Fund stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,116 shares of DIAX stock, worth $16,550. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,116
Previous 1,094
2.01%
Holding current value
$16,550
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding DIAX
# of Institutions
91Shares Held
11.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.4MShares$20.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$16.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA920KShares$13.6 Million0.0% of portfolio
-
Ubs Group Ag795KShares$11.8 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC699KShares$10.4 Million0.4% of portfolio
About Nuveen Dow 30sm Dynamic Overwrite Fund
- Ticker DIAX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Dow 30 Dynamic Overwrite Fund is a closed-ended equity 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 sectors. It ...