Number of Shares
16,194.00
Current Holdings Value*
$5.82 Mil
% of Portfolio
2.9%
Total Estimate Gain
$-8,464.47
% of Total Estimate Gain
-1.57%

Retirement Planning Co of New England, Inc.'s Nuveen NASDAQ 100 Dynamic Overwrite Fund Holding Summary

As of 2025-03-31, Retirement Planning Co of New England, Inc. held 16,194.00 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund(QQQX), totaling $5.82 Mil. This investment constitutes 2.9% of their stock portfolio, and Retirement Planning Co of New England, Inc. now holds 0.03% of the outstanding Nuveen NASDAQ 100 Dynamic Overwrite Fund(QQQX) stock.

The initial trade took place in 2021Q4. And since then Retirement Planning Co of New England, Inc. has made 1 purchases of QQQX, at an average price of $26.81, for a total of 20,125.00 shares. In addition, there have been 1 sales at an average price of $27.02 for 3,931.00 shares. Based on historical transaction data and QQQX's current price of $26.24, Retirement Planning Co of New England, Inc.'s estimated gain on his QQQX holdings is $-8,464.47, reflecting a -1.57% gain to date.

Retirement Planning Co of New England, Inc. QQQX ($26.24) Holding Chart

Retirement Planning Co of New England, Inc. QQQX ($26.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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