Altus Wealth Group’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Altus Wealth Group’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,025	Closed	-$184K	–	152
2022 Q4	$184K	Hold	14,025	–	–	0.14%	133
2022 Q3	$206K	Hold	14,025	–	–	0.2%	103
2022 Q2	$206K	Hold	14,025	–	–	0.2%	103
2022 Q1	$194K	Hold	14,025	–	–	0.16%	112
2021 Q4	$209K	Hold	14,025	–	–	0.17%	109
2021 Q3	$206K	Hold	14,025	–	–	0.2%	103
2021 Q2	$210K	Hold	14,025	–	–	0.21%	105
2021 Q1	$202K	Hold	14,025	–	–	0.2%	103
2020 Q4	$195K	Buy	+14,025	New	+$190K	0.19%	96

Other funds holding NID

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return