NUVEEN TAX ADVANTAGED DIV GR's ticker is JTD and the CUSIP is 67073G105.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $2,404,000 | +5.8% | 151,769 | +7.3% | 0.01% | 0.0% |
Q2 2021 | $2,272,000 | +50.1% | 141,443 | +41.2% | 0.01% | +25.0% |
Q1 2021 | $1,514,000 | +7.7% | 100,173 | +1.3% | 0.00% | 0.0% |
Q4 2020 | $1,406,000 | +46.3% | 98,909 | +34.5% | 0.00% | +33.3% |
Q3 2020 | $961,000 | +5.3% | 73,517 | +2.9% | 0.00% | 0.0% |
Q2 2020 | $913,000 | +5.7% | 71,455 | -6.9% | 0.00% | -25.0% |
Q1 2020 | $864,000 | – | 76,766 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shaker Financial Services, LLC | 172,301 | $2,841,000 | 1.40% |
Darwin Wealth Management, LLC | 22,335 | $368,000 | 0.24% |
SWS Partners | 12,268 | $202,000 | 0.14% |
Mutual Advisors, LLC | 21,465 | $354,000 | 0.08% |
Curi RMB Capital, LLC | 141,193 | $2,328,000 | 0.06% |
FORVIS Wealth Advisors, LLC | 33,517 | $553,000 | 0.05% |
Premia Global Advisors, LLC | 2,444 | $40,000 | 0.05% |
HOLLENCREST CAPITAL MANAGEMENT | 14,970 | $247,000 | 0.03% |
Cetera Advisors LLC | 30,078 | $495,000 | 0.03% |
FineMark National Bank & Trust | 15,162 | $250,000 | 0.02% |