Arkadios Wealth Advisors Nuveen Mortgage & Income Fund Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 19, 2021	SELL	$20.55 - $21.4 $6,678 - $6,954	-325 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$20.64 - $21.3 $5,387 - $5,559	261 Added 407.81%	325 $6,000
Q1 2021 Apr 26, 2021	SELL	$19.56 - $20.75 $508 - $539	-26 Reduced 28.89%	64 $1,000
Q4 2020 Feb 09, 2021	BUY	$18.25 - $19.79 $1,642 - $1,781	90 New	90 $1,000

Others Institutions Holding JLS

# of Institutions

36

Shares Held

2.81M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.58M
Shares

$28.4 Million
0.65% of portfolio
Private Client Services, LLC Louisville, KY

134K
Shares

$2.42 Million
1.33% of portfolio
Advisors Asset Management, Inc. Monument, CO

103K
Shares

$1.85 Million
0.04% of portfolio
Morgan Stanley New York, NY

101K
Shares

$1.82 Million
0.0% of portfolio
Envestnet Asset Management Inc

88.9K
Shares

$1.6 Million
0.0% of portfolio

About Nuveen Mortgage & Income Fund

Ticker JLS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP. It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed secur...

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