NUVEEN INT DUR QUAL MUN TRM's ticker is NIQ and the CUSIP is 670677103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,359 | +24.2% | 183,281 | +23.2% | 0.14% | +20.7% |
| Q1 2023 | $1,899 | +78.5% | 148,725 | +74.5% | 0.12% | +75.8% |
| Q4 2022 | $1,064 | -99.8% | 85,219 | +100.1% | 0.07% | +100.0% |
| Q3 2022 | $509,000 | -9.3% | 42,585 | -3.4% | 0.03% | -5.7% |
| Q2 2022 | $561,000 | – | 44,082 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 617,878 | $8,402,000 | 0.58% |
| American Institute for Advanced Investment Management, LLP | 23,500 | $319,000 | 0.23% |
| Cadence Wealth Management LLC | 12,149 | $165,000 | 0.13% |
| Wells Trecaso Financial Group, LLC | 16,778 | $228,000 | 0.10% |
| Tortoise Investment Management, LLC | 32,968 | $447,000 | 0.08% |
| GREATMARK INVESTMENT PARTNERS, INC. | 35,350 | $479,000 | 0.08% |
| Newman Dignan & Sheerar, Inc. | 23,951 | $325,000 | 0.06% |
| Clear Harbor Asset Management, LLC | 36,131 | $490,000 | 0.06% |
| U.S. Capital Wealth Advisors, LLC | 69,214 | $939,000 | 0.03% |
| Integrated Wealth Concepts LLC | 71,290 | $967,000 | 0.03% |