DFPG INVESTMENTS, LLC - NUVEEN DOW 30 DYN OVERWRITE ownership

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of NUVEEN DOW 30 DYN OVERWRITE
ValueSharesWeighting
Q3 2023$379,281
-7.1%
28,6250.0%0.04%
-5.4%
Q2 2023$408,193
-2.9%
28,6250.0%0.04%
-17.8%
Q1 2023$420,215
-7.0%
28,6250.0%0.04%
-39.2%
Q4 2022$451,703
+152.3%
28,625
+185.5%
0.07%
-36.8%
Q4 2019$179,00010,0270.12%
Other shareholders
NUVEEN DOW 30 DYN OVERWRITE shareholders Q4 2023
NameSharesValueWeighting ↓
Oxbow Advisors, LLC 365,980$5,900,0000.79%
9258 Wealth Management, LLC 49,145$792,0000.76%
Shulman DeMeo Asset Management LLC 83,860$1,352,0000.75%
Benchmark Capital Advisors 37,206$600,0000.60%
SCHNIEDERS CAPITAL MANAGEMENT LLC 70,606$1,138,0000.56%
Aviance Capital Partners, LLC 89,484$1,442,0000.51%
Shaker Financial Services, LLC 51,470$830,0000.47%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 30,450$491,0000.39%
Institute for Wealth Management, LLC. 43,296$698,0000.29%
Arlington Capital Management, Inc. 19,555$315,0000.23%
View complete list of NUVEEN DOW 30 DYN OVERWRITE shareholders