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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 |
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $26K | +$12.8K | +1,130 | +97% |
|
| 27 |
NSIM
27
North Star Investment Management
Chicago,
Illinois
| $15K | – | – | – |
|
| 28 |
OIA
28
OneDigital Investment Advisors
Overland Park,
Kansas
| $12K | – | – | – |
|
| 29 |
FIA
29
FNY Investment Advisers
New York
| $4K | +$4.83K | +426 | New |
|
| 30 |
WAM
30
Wolverine Asset Management
Chicago,
Illinois
| – | -$474K | -46,703 | Closed |
|
| 31 |
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$365K | -36,005 | Closed |
|
| 32 |
WAM
32
Weiss Asset Management
Boston,
Massachusetts
| – | -$199K | -19,631 | Closed |
|
| 33 |
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$106K | -10,494 | Closed |
|
| 34 |
IA
34
IFP Advisors
Tampa,
Florida
| – | -$38K | -3,819 | Closed |
|
| 35 |
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -166 | Closed |
|