Shaker Financial Services, LLC DIAX Holdings History
Shaker Financial Services, LLC's Nuveen Dow 30sm Dynamic Overwrite Fund Holding Summary
As of 2025-03-31, Shaker Financial Services, LLC held 270,147.00 shares of Nuveen Dow 30sm Dynamic Overwrite Fund(DIAX), totaling $4.00 Mil. This investment constitutes 1.56% of their stock portfolio, and Shaker Financial Services, LLC now holds 0.74% of the outstanding Nuveen Dow 30sm Dynamic Overwrite Fund(DIAX) stock.
The initial trade took place in 2018Q4. And since then Shaker Financial Services, LLC has made 15 purchases of DIAX, at an average price of $16.19, for a total of 1.40 Mil shares. In addition, there have been 11 sales at an average price of $15.63 for 1.13 Mil shares. Based on historical transaction data and DIAX's current price of $14.26, Shaker Financial Services, LLC's estimated gain on his DIAX holdings is $-1.15 Mil, reflecting a -5.09% gain to date.
Shaker Financial Services, LLC DIAX ($14.26) Holding Chart
Shaker Financial Services, LLC DIAX ($14.26) 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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