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Quant / Systematic
Diversified Active
NUVEEN PFD & INCOME OPPORTUN
CUSIP: 67073B106
Class: COM
DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)
Note: Option positions (PUT/CALL) are excluded.
Q4 2025
Shares
98,358
Value ($000)
$804
Avg Close
—
Range
—
Q3 2025
Shares
106,881
Value ($000)
$872
Avg Close
—
Range
—
Q2 2025
Shares
73,000
Value ($000)
$589
Avg Close
—
Range
—
Q1 2025
Shares
73,000
Value ($000)
$564
Avg Close
—
Range
—
Q4 2024
Shares
73,000
Value ($000)
$581
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q4 2025
98,358
$804
—
—
Q3 2025
106,881
$872
—
—
Q2 2025
73,000
$589
—
—
Q1 2025
73,000
$564
—
—
Q4 2024
73,000
$581
—
—