Nuveen Mtg opportunity term shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Nuveen Mtg opportunity term (JLS) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Nuveen Mtg opportunity term
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Quarterly reported holdings in Nuveen Mtg opportunity term by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4k | 500 | 18.72 |
| 2025-06-30 | $9.4k | 500 | 18.74 |
| 2025-03-31 | $9.4k | 500 | 18.77 |
| 2024-12-31 | $9.0k | 500 | 18.00 |
| 2024-09-30 | $9.2k | 500 | 18.43 |
| 2024-06-30 | $9.1k | 500 | 18.21 |
| 2024-03-31 | $8.7k | 500 | 17.42 |
| 2023-12-31 | $8.4k | 500 | 16.88 |
| 2023-09-30 | $7.9k | 500 | 15.88 |
| 2023-06-30 | $8.1k | 500 | 16.12 |
| 2023-03-31 | $8.0k | 500 | 15.96 |
| 2022-12-31 | $8.1k | 500 | 16.18 |
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