Modern Wealth Management, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Modern Wealth Management, LLC holds 13,407 shares of JPC stock, worth $107,926. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,407
Previous 13,407
-0.0%
Holding current value
$107,926
Previous $107 Million
99.9%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding JPC
# of Institutions
309Shares Held
94.2MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX28.6MShares$230 Million0.04% of portfolio
-
Morgan Stanley New York, NY6.78MShares$54.6 Million0.0% of portfolio
-
Ubs Group Ag4.42MShares$35.6 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN4.11MShares$33.1 Million0.77% of portfolio
-
Bank Of America Corp Charlotte, NC4.1MShares$33 Million0.0% of portfolio
About Nuveen Preferred & Income Opportunities Fund
- Ticker JPC
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Preferred & Income Opportunities Fund is a closed ended balanced mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to ...