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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

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Mtg opportunity term held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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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Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Nuveen Mtg opportunity term

Relative Value Partners
Royal Bank of Canada
Allspring Global Investments Holdings
Thomas J. Herzfeld Advisors
Baird Financial
Nations Financial Group
Raymond James Financial Services Advisors
IFP Advisors
Wells Fargo & Company
UBS Group
Melfa Wealth Management
Sowell Financial Services
Rsm Us Wealth Management
Moors & Cabot
Advisor Group Holdings

View all funds holding Nuveen Mtg opportunity term