NUVEEN TAX ADVANTAGED DIV GR's ticker is JTD and the CUSIP is 67073G105.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $500,000 | -5.7% | 31,544 | -4.4% | 0.00% | 0.0% |
Q2 2021 | $530,000 | -3.3% | 33,001 | -9.1% | 0.00% | 0.0% |
Q1 2021 | $548,000 | +5.0% | 36,298 | -1.2% | 0.00% | 0.0% |
Q4 2020 | $522,000 | +27.3% | 36,743 | +17.2% | 0.00% | 0.0% |
Q3 2020 | $410,000 | -2.1% | 31,351 | -4.4% | 0.00% | 0.0% |
Q2 2020 | $419,000 | -25.2% | 32,793 | +1.4% | 0.00% | -50.0% |
Q4 2019 | $560,000 | +5.3% | 32,344 | +1.8% | 0.00% | 0.0% |
Q3 2019 | $532,000 | +9.9% | 31,783 | +9.2% | 0.00% | 0.0% |
Q2 2019 | $484,000 | -7.6% | 29,107 | -10.8% | 0.00% | 0.0% |
Q1 2019 | $524,000 | +2.7% | 32,640 | -14.2% | 0.00% | -33.3% |
Q4 2018 | $510,000 | -11.9% | 38,036 | +16.5% | 0.00% | 0.0% |
Q3 2018 | $579,000 | +2.7% | 32,639 | -4.5% | 0.00% | 0.0% |
Q2 2018 | $564,000 | -8.3% | 34,181 | -9.0% | 0.00% | -25.0% |
Q1 2018 | $615,000 | +38.2% | 37,578 | +48.6% | 0.00% | +33.3% |
Q4 2017 | $445,000 | +22.3% | 25,290 | +17.1% | 0.00% | +50.0% |
Q3 2017 | $364,000 | +3.7% | 21,589 | -1.2% | 0.00% | 0.0% |
Q2 2017 | $351,000 | +21.0% | 21,844 | +12.4% | 0.00% | 0.0% |
Q1 2017 | $290,000 | +22.4% | 19,437 | +14.3% | 0.00% | 0.0% |
Q4 2016 | $237,000 | -23.3% | 17,000 | -18.4% | 0.00% | -33.3% |
Q3 2016 | $309,000 | – | 20,826 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shaker Financial Services, LLC | 277,506 | $3,866,000 | 2.29% |
Jacobus Wealth Management, Inc. | 129,447 | $1,803,000 | 0.53% |
Vantage Financial Partners Ltd., Inc. | 10,000 | $140,000 | 0.13% |
Forvis Mazars Wealth Advisors, LLC | 33,517 | $467,000 | 0.06% |
Thomas J. Herzfeld Advisors, Inc. | 7,665 | $107,000 | 0.05% |
Advisors Asset Management, Inc. | 165,554 | $2,306,000 | 0.04% |
HOLLENCREST CAPITAL MANAGEMENT | 14,970 | $209,000 | 0.03% |
Prospera Financial Services Inc | 11,250 | $157,000 | 0.03% |
Cetera Advisors LLC | 20,200 | $283,000 | 0.02% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,070 | $29,000 | 0.02% |