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JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND

Delisted

JTD was delisted on the 19th of November, 2021.

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hollencrest Capital Management
California
$252K
MML Investors Services
27
MML Investors Services
Massachusetts
$227K
LPT
28
Legacy Private Trust
Wisconsin
$202K
Bank of America
29
Bank of America
North Carolina
$141K +$15.5K +952 +13%
AG
30
Advisor Group
Arizona
$117K +$13.7K +841 +14%
GWM
31
Geneos Wealth Management
Colorado
$93K -$20.4K -1,250 -18%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$67K -$60.5K -3,715 -48%
IA
33
IFP Advisors
Florida
$55K
US Bancorp
34
US Bancorp
Minnesota
$34K -$11.4K -700 -26%
Citigroup
35
Citigroup
New York
$20K -$3.41K -209 -15%
EA
36
Edge Advisors
Georgia
$18K
JCM
37
Jacobi Capital Management
Pennsylvania
$11K +$11.2K +687 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$10K -$22.2K -1,363 -69%
ASN
39
Advisory Services Network
Georgia
$6K +$98 +6 +2%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$3K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$3K
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
-$742K -46,087 Closed
Creative Planning
43
Creative Planning
Kansas
-$20K -1,262 Closed
MCIA
44
Mountain Capital Investment Advisors
Colorado
-$19K -1,189 Closed
MA
45
MUFG Americas
New York
-$1K -81 Closed