Shaker Financial Services, LLC SPXX Holdings History
Shaker Financial Services, LLC's Nuveen S&P 500 Dynamic Overwrite Fund Holding Summary
As of 2025-03-31, Shaker Financial Services, LLC held - shares of Nuveen S&P 500 Dynamic Overwrite Fund(SPXX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Shaker Financial Services, LLC now holds 0% of the outstanding Nuveen S&P 500 Dynamic Overwrite Fund(SPXX) stock.
The initial trade took place in 2021Q3. And since then Shaker Financial Services, LLC has made 9 purchases of SPXX, at an average price of $16.48, for a total of 610,574.00 shares. In addition, there have been 4 sales at an average price of $16.82 for 610,574.00 shares. Based on historical transaction data and SPXX's current price of $17.86, Shaker Financial Services, LLC's estimated gain on his SPXX holdings is $212,081.87, reflecting a 2.11% gain to date.
Shaker Financial Services, LLC SPXX ($17.86) Holding Chart
Shaker Financial Services, LLC SPXX ($17.86) 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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