Spire Wealth Management - NUVEEN TAX ADVANTAGED DIV GR ownership

Quarter-by-quarter ownership
Spire Wealth Management ownership history of NUVEEN TAX ADVANTAGED DIV GR
ValueSharesWeighting
Q3 2021$250,000
-1.6%
15,7860.0%0.01%0.0%
Q2 2021$254,000
+6.3%
15,7860.0%0.01%
+16.7%
Q1 2021$239,00015,7860.01%
Other shareholders
NUVEEN TAX ADVANTAGED DIV GR shareholders Q4 2021
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 398,122$6,661,0003.40%
9258 Wealth Management, LLC 28,079$470,0000.37%
Darwin Wealth Management, LLC 21,764$364,0000.11%
FORVIS Wealth Advisors, LLC 75,413$1,262,0000.10%
Curi RMB Capital, LLC 110,300$1,845,0000.05%
Mutual Advisors, LLC 20,275$339,0000.04%
TRUSTCORE FINANCIAL SERVICES, LLC 8,975$150,0000.03%
HOLLENCREST CAPITAL MANAGEMENT 14,970$250,0000.03%
Trust Co 1,500$25,0000.02%
Pinnacle Bancorp, Inc. 1,925$32,0000.02%
View complete list of NUVEEN TAX ADVANTAGED DIV GR shareholders