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Nuveen Nasdaq 100 Dynamic Over shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Nuveen Nasdaq 100 Dynamic Over (QQQX) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Nuveen Nasdaq 100 Dynamic Over

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Nasdaq 100 Dynamic Over held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Nasdaq 100 Dynamic Over by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 460 24.14
2023-12-31 $9.4k 460 20.43
2023-09-30 $10k 460 22.47
2023-06-30 $12k 460 24.93
2023-03-31 $11k 460 23.94
2022-12-31 $9.4k 460 20.43
2022-09-30 $9.4k 460 20.51
2022-06-30 $10k 460 21.84

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Nuveen Nasdaq 100 Dynamic Over

Wells Fargo & Company
UBS Group
Royal Bank of Canada
Cornerstone Advisors
Bank of America Corporation
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Raymond James Financial Services Advisors
Advisor Group Holdings
Landscape Capital Management
Flagship Harbor Advisors
Wolverine Asset Management
Ionic Capital Management
Raymond James & Associates
Axxcess Wealth Management

View all funds holding Nuveen Nasdaq 100 Dynamic Over