LIBERTY WEALTH MANAGEMENT LLC - NUVEEN DOW 30 DYN OVERWRITE ownership

NUVEEN DOW 30 DYN OVERWRITE's ticker is DIAX and the CUSIP is 67075F105. A total of 81 filers reported holding NUVEEN DOW 30 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 DOW 30 DYN OVERWRITE
ValueSharesWeighting
Q3 2021$13,0000.0%771
+1.7%
0.01%0.0%
Q2 2021$13,000
+18.2%
758
+1.7%
0.01%0.0%
Q1 2021$11,0000.0%7450.0%0.01%0.0%
Q4 2020$11,000
+10.0%
745
+3.8%
0.01%
-16.7%
Q3 2020$10,0000.0%718
+2.0%
0.01%
-14.3%
Q2 2020$10,000
-58.3%
704
-62.8%
0.01%
-66.7%
Q1 2020$24,000
-27.3%
1,8950.0%0.02%
-19.2%
Q4 2019$33,0000.0%1,895
+1.2%
0.03%
-16.1%
Q3 2019$33,0000.0%1,873
+0.6%
0.03%
+6.9%
Q2 2019$33,000
+200.0%
1,862
+189.6%
0.03%
+262.5%
Q1 2019$11,000
+10.0%
6430.0%0.01%
+14.3%
Q4 2018$10,0006430.01%
Other shareholders
NUVEEN DOW 30 DYN OVERWRITE shareholders Q3 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 94,159$1,460,4060.68%
SCHNIEDERS CAPITAL MANAGEMENT LLC 126,780$1,966,3580.45%
Shulman DeMeo Asset Management LLC 61,900$960,0690.32%
Formidable Asset Management, LLC 69,220$1,0740.24%
Stolper Co 32,248$5000.22%
Advisors Asset Management, Inc. 386,400$5,993,0640.12%
Institute for Wealth Management, LLC. 32,519$504,3700.11%
GUGGENHEIM CAPITAL LLC 628,905$9,754,3170.09%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 45,588$707,0700.08%
DFPG INVESTMENTS, LLC 28,625$451,7030.07%
View complete list of NUVEEN DOW 30 DYN OVERWRITE shareholders