LIBERTY WEALTH MANAGEMENT LLC - NUVEEN S&P 500 DYN OVERWRITE ownership

NUVEEN S&P 500 DYN OVERWRITE's ticker is SPXX and the CUSIP is 6706EW100. A total of 52 filers reported holding NUVEEN S&P 500 DYN OVERWRITE in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of NUVEEN S&P 500 DYN OVERWRITE
ValueSharesWeighting
Q1 2020$14,000
-46.2%
1,205
-41.7%
0.01%
-40.0%
Q4 2019$26,000
+36.8%
2,066
+71.5%
0.02%
+11.1%
Q3 2019$19,0000.0%1,2050.0%0.02%
+5.9%
Q2 2019$19,0001,2050.02%
Other shareholders
NUVEEN S&P 500 DYN OVERWRITE shareholders Q3 2023
NameSharesValueWeighting ↓
Aviance Capital Partners, LLC 80,610$1,379,0000.42%
FinTrust Investment Advisory Services, LLC 13,769$236,0000.22%
Sheaff Brock Investment Advisors, LLC 40,093$686,0000.07%
Parisi Gray Wealth Management 5,000$87,0000.07%
VICUS CAPITAL 18,952$324,0000.06%
Advisors Asset Management, Inc. 110,645$1,958,0000.03%
Raymond James Financial Services Advisors, Inc. 310,174$5,307,0000.03%
NewEdge Advisors, LLC 13,819$239,0000.03%
SECURITY NATIONAL TRUST CO 1,675$29,0000.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 90,120$1,542,0000.01%
View complete list of NUVEEN S&P 500 DYN OVERWRITE shareholders