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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 |
SPIA
26
Steward Partners Investment Advisory
New York
| $35K | – | – | – |
|
| 27 |
AWM
27
Avondale Wealth Management
West Lake Hills,
Texas
| $25K | – | – | – |
|
| 28 |
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $17K | – | – | – |
|
| 29 |
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| $17K | – | – | – |
|
| 30 |
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| $11K | +$16.9K | +1,614 | New |
|
| 31 |
RFA
31
Reilly Financial Advisors
La Mesa,
California
| $10K | +$15.5K | +1,480 | New |
|
| 32 |
NSIM
32
North Star Investment Management
Chicago,
Illinois
| $9K | – | – | – |
|
| 33 |
VRM
33
Vectors Research Management
New York
| $1K | +$1.04K | +100 | New |
|
| 34 |
COLIM
34
City of London Investment Management
London,
United Kingdom
| – | -$263K | -21,805 | Closed |
|
| 35 |
35
Mariner
Overland Park,
Kansas
| – | -$213K | -17,663 | Closed |
|