Philip James Wealth Mangement, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Philip James Wealth Mangement, LLC
- $774 Billion
- Q4 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 10,000 shares of JPC stock, worth $80,200. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$80,200
Previous $80.7 Million
2.6%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding JPC
# of Institutions
294Shares Held
67.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY9.38MShares$75.2 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN4.75MShares$38.1 Million0.85% of portfolio
-
Ubs Group Ag4.01MShares$32.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.42MShares$27.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.35MShares$26.8 Million0.01% 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 ...