CAPTRUST FINANCIAL ADVISORS - NUVEEN INT DUR QUAL MUN TRM ownership

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of NUVEEN INT DUR QUAL MUN TRM
ValueSharesWeighting
Q2 2023$2,261,053
+1.0%
175,684
+0.2%
0.01%
-10.0%
Q1 2023$2,238,590
+2.5%
175,301
+0.2%
0.01%
-9.1%
Q4 2022$2,184,969
+29.7%
174,937
+24.2%
0.01%
+10.0%
Q3 2022$1,684,000140,8950.01%
Other shareholders
NUVEEN INT DUR QUAL MUN TRM shareholders Q3 2023
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 798,068$11,741,0000.88%
American Institute for Advanced Investment Management, LLP 23,500$345,0000.24%
Cadence Wealth Management LLC 10,907$160,0000.18%
Wells Trecaso Financial Group, LLC 16,778$246,0000.12%
Tortoise Investment Management, LLC 37,739$554,0000.11%
Newman Dignan & Sheerar, Inc. 23,550$345,0000.10%
GREATMARK INVESTMENT PARTNERS, INC. 35,350$519,0000.10%
1607 Capital Partners, LLC 73,020$1,071,0000.05%
U.S. Capital Wealth Advisors, LLC 80,759$1,185,0000.05%
Integrated Wealth Concepts LLC 48,236$708,0000.02%
View complete list of NUVEEN INT DUR QUAL MUN TRM shareholders