A detailed history of Western Wealth Management, LLC transactions in Nuveen S&P 500 Dynamic Overwrite Fund stock. As of the latest transaction made, Western Wealth Management, LLC holds 10,231 shares of SPXX stock, worth $170,550. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,231
Previous 13,597 24.76%
Holding current value
$170,550
Previous $213,000 21.6%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$14.91 - $16.33 $50,187 - $54,966
-3,366 Reduced 24.76%
10,231 $167,000
Q4 2023

Jan 31, 2024

BUY
$13.6 - $15.09 $816 - $905
60 Added 0.44%
13,597 $204,000
Q3 2023

Nov 07, 2023

SELL
$14.56 - $15.9 $44,728 - $48,844
-3,072 Reduced 18.5%
13,537 $200,000
Q2 2023

Aug 30, 2023

BUY
$14.83 - $15.83 $11,433 - $12,204
771 Added 4.87%
16,609 $260,000
Q4 2022

Feb 02, 2023

SELL
$15.33 - $17.87 $241,171 - $281,130
-15,732 Reduced 49.83%
15,838 $255,000
Q3 2022

Nov 04, 2022

BUY
$15.01 - $16.78 $90 - $100
6 Added 0.02%
31,570 $475,000
Q2 2022

Jul 18, 2022

BUY
$14.87 - $18.18 $654 - $799
44 Added 0.14%
31,564 $493,000
Q1 2022

May 10, 2022

BUY
$16.48 - $18.82 $251,484 - $287,193
15,260 Added 93.85%
31,520 $566,000
Q4 2021

Feb 14, 2022

BUY
$16.98 - $18.6 $85,137 - $93,260
5,014 Added 44.58%
16,260 $302,000
Q2 2021

Aug 09, 2021

BUY
$16.57 - $19.07 $314 - $362
19 Added 0.17%
11,246 $203,000
Q1 2021

May 14, 2021

BUY
$14.84 - $16.53 $166,608 - $185,582
11,227 New
11,227 $186,000

Others Institutions Holding SPXX

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...
More about SPXX
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