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JTA
Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA
Delisted
JTA was delisted on the 19th of November, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $72K | -$11.4K | -976 | -12% |
|
| 27 |
IA
27
IFP Advisors
Tampa,
Florida
| $38K | – | – | – |
|
| 28 |
AWM
28
Avondale Wealth Management
West Lake Hills,
Texas
| $36K | – | – | – |
|
| 29 |
NSIM
29
North Star Investment Management
Chicago,
Illinois
| $13K | +$304 | +26 | +2% |
|
| 30 |
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $11K | +$13.5K | +1,160 | New |
|
| 31 |
OIA
31
OneDigital Investment Advisors
Overland Park,
Kansas
| $10K | +$11.7K | +1,000 | New |
|
| 32 |
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
| 33 |
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$870K | -64,173 | Closed |
|
| 34 |
SPIA
34
Steward Partners Investment Advisory
New York
| – | -$69K | -5,073 | Closed |
|
| 35 |
CTC
35
Central Trust Company
Jefferson City,
Missouri
| – | -$11K | -800 | Closed |
|
| 36 |
FIA
36
FNY Investment Advisers
New York
| – | -$3K | -270 | Closed |
|
| 37 |
DWM
37
Doyle Wealth Management
St. Petersburg,
Florida
| – | +$117 | +10 | New |
|