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Nuveen Mtg opportunity term shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Nuveen Mtg opportunity term (JLS) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Nuveen Mtg opportunity term

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nuveen Mtg opportunity term by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $288k 16k 18.52
2024-06-30 $268k 15k 18.00
2024-03-31 $259k 15k 17.76

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

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