Want to track SPXX and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Nuveen S&P 500 Dynamic Overwrite Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jill Grimes Centurion Wealth Management LLC | 10,351 | $166,368.6 | $192,321.58 | $25,952.98 | 15.6% |
 Bert D. Barre Colonial Trust Co. / SC | 213 | $3,422.91 | $3,983.1 | $560.19 | 16.37% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 214 | $3,438.93 | $3,956.86 | $517.93 | 15.06% |
 David Kronour Kapstone Financial Advisors LLC | 12,601 | $202,503.72 | $235,245.55 | $32,741.83 | 16.17% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 13,693 | $255,238 | $256,469.89 | $1,231.89 | 0.48% |
| JC Jared Calvert Buck Wealth Strategies LLC | 2,099 | $39,125 | $39,146.35 | $21.35 | 0.05% |
 David Silver INSTRUMENTAL WEALTH, LLC | 22,529 | $362,035.86 | $421,968.17 | $59,932.31 | 16.55% |
 Courtney Holt Compound Planning, Inc. | 57,198 | $938,719.55 | $1.07M | $132,598.99 | 14.13% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 17,495 | $295,537.97 | $326,456.7 | $30,918.73 | 10.46% |
 Christopher C. Powers Farther Finance Advisors, LLC | 22,467 | $392,363.12 | $418,560.21 | $26,197.09 | 6.68% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 18,528 | $297,743.79 | $346,844.16 | $49,100.37 | 16.49% |
 David Vollmer PFS Partners, LLC | 7,000 | $112,491 | $129,430 | $16,939 | 15.06% |
 Owen McCabe Tyche Wealth Partners LLC | 64,905 | $1.01M | $1.2M | $196,804.71 | 19.55% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 91 | $1,455.01 | $1,697.15 | $242.14 | 16.64% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 14,725 | $236,631.32 | $275,652 | $39,020.68 | 16.49% |
 Janice M. Powell Diversify Advisory Services, LLC | 37,084 | $687,167 | $694,583.32 | $7,416.32 | 1.08% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 166,576 | $2.68M | $3.1M | $426,283.64 | 15.92% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 37,084 | $595,939.88 | $694,583.32 | $98,643.44 | 16.55% |
 Matthew Richmond Richmond Investment Services, LLC | 46,104 | $740,893.54 | $858,917.52 | $118,023.98 | 15.93% |
| TAL TPG Advisors LLC TPG Advisors LLC | 97,348 | $1.56M | $1.82M | $256,025.42 | 16.37% |
2026 © Marketlog. All Rights Reserved.
