Shaker Financial Services, LLC QQQX Holdings History
Shaker Financial Services, LLC's Nuveen NASDAQ 100 Dynamic Overwrite Fund Holding Summary
As of 2025-03-31, Shaker Financial Services, LLC held 220,010.00 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund(QQQX), totaling $5.35 Mil. This investment constitutes 2.08% of their stock portfolio, and Shaker Financial Services, LLC now holds 0.45% of the outstanding Nuveen NASDAQ 100 Dynamic Overwrite Fund(QQQX) stock.
The initial trade took place in 2015Q1. And since then Shaker Financial Services, LLC has made 14 purchases of QQQX, at an average price of $23.94, for a total of 961,117.00 shares. In addition, there have been 10 sales at an average price of $23.78 for 741,107.00 shares. Based on historical transaction data and QQQX's current price of $26.20, Shaker Financial Services, LLC's estimated gain on his QQQX holdings is $374,979.64, reflecting a 1.63% gain to date.
Shaker Financial Services, LLC QQQX ($26.20) Holding Chart
Shaker Financial Services, LLC QQQX ($26.20) 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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