Arete Wealth Advisors, LLC Nuveen Preferred & Income Term Fund Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$18.75 - $19.46 $4,687 - $4,865	250 Added 1.61%	15,735 $306,000
Q1 2023 May 01, 2023	BUY	$16.18 - $20.62 $250,547 - $319,300	15,485 New	15,485 $273,000
Q3 2022 Nov 07, 2022	BUY	$18.31 - $21.21 $253,447 - $293,588	13,842 New	13,842 $255,000
Q2 2022 Aug 15, 2022	SELL	$18.82 - $22.13 $244,245 - $287,203	-12,978 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$21.25 - $25.81 $780,215 - $947,639	-36,716 Reduced 73.88%	12,978 $285,000
Q4 2021 Feb 07, 2022	BUY	$24.27 - $25.96 $1.21 Million - $1.29 Million	49,694 New	49,694 $1.29 Million

Others Institutions Holding JPI

# of Institutions

51

Shares Held

1.94M

Call Options Held

0

Put Options Held

0

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...

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