Kingswood Wealth Advisors, LLC Nuveen Preferred & Income Term Fund Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 27,020 shares of JPI stock, worth $543,912. This represents 0.04% of its overall portfolio holdings.
Number of Shares
27,020
Previous 27,020
-0.0%
Holding current value
$543,912
Previous $526 Million
5.5%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding JPI
# of Institutions
53Shares Held
2.02MCall Options Held
0Put Options Held
0-
Cornerstone Advisory, LLC290KShares$5.84 Million0.84% of portfolio
-
Truist Financial Corp173KShares$3.48 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA144KShares$2.91 Million0.0% of portfolio
-
Envestnet Asset Management Inc144KShares$2.9 Million0.0% of portfolio
-
Ubs Group Ag137KShares$2.77 Million0.0% of portfolio
About Nuveen Preferred & Income Term Fund
- Ticker JPI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...