SAM
NID

Secure Asset Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Secure Asset Management’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
-66,502
Closed -$873K – 214
2022
Q4 		$873K Buy
66,502
+45,927
+223% +$585K 0.31% 78
2022
Q3 		$255K Buy
20,575
+2,582
+14% +$34.3K 0.14% 119
2022
Q2 		$234K Buy
17,993
+504
+3% +$6.69K 0.13% 136
2022
Q1 		$242K Sell
17,489
-580
-3% -$8.24K 0.11% 168
2021
Q4 		$270K Buy
18,069
+2,775
+18% +$41.2K 0.11% 159
2021
Q3 		$225K Sell
15,294
-3,179
-17% -$47.2K 0.11% 161
2021
Q2 		$277K Buy
18,473
+3,662
+25% +$52.9K 0.14% 141
2021
Q1 		$212K Buy
+14,811
New +$208K 0.12% 167

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JC
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
SIAP
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return