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Nuveen Mtg opportunity term shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Nuveen Mtg opportunity term (JLS) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Nuveen Mtg opportunity term

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All positions including Nuveen Mtg opportunity term held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Mtg opportunity term by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 63k 18.02

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding Nuveen Mtg opportunity term

Private Client Services
Advisors Asset Management
Morgan Stanley
Envestnet Asset Management
Thomas J. Herzfeld Advisors
Allspring Global Investments Holdings
1607 Capital Partners
Kovitz Investment Group Partners
International Assets Investment Management
Nations Financial Group
Wells Fargo & Company
Venture Visionary Partners
IFP Advisors
Fiera Capital Corporation
First Trust Advisors

View all funds holding Nuveen Mtg opportunity term