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 50 filers reported holding NUVEEN TAX ADVANTAGED DIV GR in Q2 2021. 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 Q2 2021
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 277,506$3,866,0002.29%
Jacobus Wealth Management, Inc. 129,447$1,803,0000.53%
Vantage Financial Partners Ltd., Inc. 10,000$140,0000.13%
Forvis Mazars Wealth Advisors, LLC 33,517$467,0000.06%
Thomas J. Herzfeld Advisors, Inc. 7,665$107,0000.05%
Advisors Asset Management, Inc. 165,554$2,306,0000.04%
HOLLENCREST CAPITAL MANAGEMENT 14,970$209,0000.03%
Prospera Financial Services Inc 11,250$157,0000.03%
Cetera Advisors LLC 20,200$283,0000.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,070$29,0000.02%
View complete list of NUVEEN TAX ADVANTAGED DIV GR shareholders