Steward Partners Investment Advisory, LLC - NUVEEN TAX ADVANTAGED DIV GR ownership

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of NUVEEN TAX ADVANTAGED DIV GR
ValueSharesWeighting
Q3 2021$5,0000.0%2990.0%0.00%
Q2 2021$5,000
-100.0%
299
-92.5%
0.00%
-100.0%
Q1 2021$60,440,0004,0000.00%
Other shareholders
NUVEEN TAX ADVANTAGED DIV GR shareholders Q4 2021
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 153,805$2,284,0001.50%
Jacobus Wealth Management, Inc. 140,827$2,091,0000.61%
FORVIS Wealth Advisors, LLC 33,517$498,0000.07%
Thomas J. Herzfeld Advisors, Inc. 7,665$114,0000.06%
Advisors Asset Management, Inc. 250,034$3,713,0000.06%
Prospera Financial Services Inc 11,250$167,0000.03%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,570$39,0000.02%
FineMark National Bank & Trust 13,127$199,0000.02%
Cetera Advisors LLC 16,700$250,0000.02%
Geneos Wealth Management Inc. 5,530$82,0000.01%
View complete list of NUVEEN TAX ADVANTAGED DIV GR shareholders