U.S. Capital Wealth Advisors, LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$12.17 - $13.22 $69,125 - $75,089	5,680 Added 4.15%	142,700 $1.87 Million
Q3 2022 Nov 01, 2022	BUY	$12.25 - $13.84 $16,415 - $18,545	1,340 Added 0.99%	137,020 $1.7 Million
Q1 2022 May 12, 2022	SELL	$13.52 - $14.92 $40,560 - $44,760	-3,000 Reduced 2.16%	135,680 $1.88 Million
Q3 2021 Nov 01, 2021	BUY	$14.67 - $14.97 $2.03 Million - $2.08 Million	138,680 New	138,680 $2.04 Million

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...

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