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Nuveen Insd Dividend Advantage shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Nuveen Insd Dividend Advantage (NVG) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Nuveen Insd Dividend Advantage

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Insd Dividend Advantage held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Insd Dividend Advantage by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $125k 10k 12.46

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Nuveen Insd Dividend Advantage

Rivernorth Capital Management
Morgan Stanley
MacKay Shields
Saba Capital Management
Van Eck Associates Corp.
Bank of America Corporation
Robinson Capital Management
Guggenheim Capital, LLC Managers
Hennion & Walsh Asset Management
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Advisor Group Holdings
LPL Financial
Karpus Investment Management

View all funds holding Nuveen Insd Dividend Advantage