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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
AAM
1
Advisors Asset Management
Colorado
$9.31M +$575K +35,937 +7%
UBS Group
2
UBS Group
Switzerland
$7.64M -$3.11M -194,374 -29%
Invesco
3
Invesco
Georgia
$7.35M -$345K -21,561 -4%
JWM
4
Jacobus Wealth Management
Wisconsin
$3.83M -$554K -34,630 -13%
Cohen & Steers
5
Cohen & Steers
New York
$3.43M -$240K -14,981 -7%
Morgan Stanley
6
Morgan Stanley
New York
$2.54M -$1.95M -121,597 -43%
Wells Fargo
7
Wells Fargo
California
$1.63M +$92.3K +5,771 +6%
LPL Financial
8
LPL Financial
California
$1.15M +$30.7K +1,918 +3%
First Trust Advisors
9
First Trust Advisors
Illinois
$904K +$11.7K +729 +1%
PPA
10
Parametric Portfolio Associates
Washington
$773K +$183K +11,452 +31%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$690K -$11.2K -700 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$305K +$2.4K +150 +0.8%
OC
13
Oppenheimer & Co
New York
$239K +$36.8K +2,300 +18%
MFS
14
MSI Financial Services
Massachusetts
$215K -$2.48K -155 -1%
RJA
15
Raymond James & Associates
Florida
$202K +$202K +12,649 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$201K +$39.1K +2,446 +24%
Deutsche Bank
17
Deutsche Bank
Germany
$172K -$22.5K -1,405 -12%
Bank of America
18
Bank of America
North Carolina
$171K +$17.7K +1,106 +12%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$82K -$126K -7,900 -61%
AIG
20
American International Group
New York
$40.2K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$40K
KA
22
Klingman & Associates
New York
$33K +$624 +39 +2%
OIA
23
Optimum Investment Advisors
Illinois
$32K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$24K +$8.37K +523 +52%
Creative Planning
25
Creative Planning
Kansas
$20K