NUVEEN TAX ADVANTAGED DIV GR's ticker is JTD and the CUSIP is 67073G105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 31,939 | 0.0% | 0.44% | +5.6% |
| Q4 2018 | $428,000 | – | 31,939 | – | 0.41% | – |
Download | ||||||
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% |