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Nuveen Nasdaq 100 Dynamic Over shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Nuveen Nasdaq 100 Dynamic Over (QQQX) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Nuveen Nasdaq 100 Dynamic Over

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Nasdaq 100 Dynamic Over held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Nasdaq 100 Dynamic Over by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $364k 15k 24.14
2023-12-31 $680k 29k 23.15
2023-09-30 $660k 29k 22.47
2023-06-30 $732k 29k 24.93
2023-03-31 $703k 29k 23.94
2022-12-31 $600k 29k 20.43

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Nuveen Nasdaq 100 Dynamic Over

Wells Fargo & Company
UBS Group
Royal Bank of Canada
Cornerstone Advisors
Bank of America Corporation
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Raymond James Financial Services Advisors
Advisor Group Holdings
Landscape Capital Management
Flagship Harbor Advisors
Wolverine Asset Management
Ionic Capital Management
Raymond James & Associates
Axxcess Wealth Management

View all funds holding Nuveen Nasdaq 100 Dynamic Over