9258 Wealth Management, LLC - NUVEEN TAX ADVANTAGED DIV GR ownership

NUVEEN TAX ADVANTAGED DIV GR's ticker is JTD and the CUSIP is 67073G105. A total of 48 filers reported holding NUVEEN TAX ADVANTAGED DIV GR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of NUVEEN TAX ADVANTAGED DIV GR
ValueSharesWeighting
Q3 2021$378,000
-1.3%
23,879
+0.2%
0.10%
-1.9%
Q2 2021$383,000
+6.7%
23,833
+0.2%
0.10%
-4.6%
Q1 2021$359,000
+3.2%
23,786
-2.9%
0.11%
-4.4%
Q4 2020$348,000
+11.9%
24,487
-6.4%
0.11%
-4.2%
Q3 2020$311,000
-12.9%
26,161
-6.5%
0.12%
-18.6%
Q2 2020$357,000
+1.4%
27,967
-0.9%
0.14%
-6.5%
Q1 2020$352,000
-27.9%
28,217
+0.2%
0.16%
-13.4%
Q4 2019$488,000
+3.8%
28,158
+0.3%
0.18%
-51.1%
Q3 2019$470,000
+0.9%
28,079
+0.1%
0.37%
-2.4%
Q2 2019$466,000
-9.2%
28,040
-12.2%
0.38%
-14.0%
Q1 2019$513,000
+19.9%
31,9390.0%0.44%
+5.6%
Q4 2018$428,00031,9390.41%
Other shareholders
NUVEEN TAX ADVANTAGED DIV GR shareholders Q4 2020
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 268,397$4,106,0002.70%
Jacobus Wealth Management, Inc. 267,085$4,086,0000.99%
DOLIVER ADVISORS, LP 56,728$868,0000.57%
Advisors Asset Management, Inc. 951,946$14,565,0000.22%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 17,118$262,0000.18%
FORVIS Wealth Advisors, LLC 38,717$593,0000.10%
FineMark National Bank & Trust 23,975$367,0000.07%
CORNERSTONE ADVISORS INC 18,322$280,0000.07%
WOLVERINE ASSET MANAGEMENT LLC 141,712$2,168,0000.05%
MSI Financial Services Inc 28,130$430,0000.03%
View complete list of NUVEEN TAX ADVANTAGED DIV GR shareholders