Spire Wealth Management Nuveen Intermediate Duration Municipal Term Fund Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$0.0 - $13.54 $0 - $14,487	1,070 New	1,070 $0
Q2 2022 Jul 22, 2022	SELL	$12.83 - $13.94 $13,728 - $14,915	-1,070 Reduced 50.0%	1,070 $14,000
Q1 2022 Apr 18, 2022	SELL	$13.52 - $14.92 $22,105 - $24,394	-1,635 Reduced 43.31%	2,140 $30,000
Q4 2021 Jan 14, 2022	BUY	$14.62 - $15.06 $23,903 - $24,623	1,635 Added 76.4%	3,775 $56,000
Q2 2021 Jul 26, 2021	SELL	$14.09 - $14.98 $22,346 - $23,758	-1,586 Reduced 42.57%	2,140 $32,000
Q1 2021 May 21, 2021	BUY	$13.7 - $14.37 $51,046 - $53,542	3,726 New	3,726 $53,000

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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.