Beacon Financial Advisory LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 11,191 shares of JPC stock, worth $89,192. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,191
Previous 11,171
0.18%
Holding current value
$89,192
Previous $83,000
8.43%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding JPC
# of Institutions
296Shares Held
65.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY9.38MShares$74.7 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN5.23MShares$41.7 Million0.94% of portfolio
-
Ubs Group Ag4.01MShares$32 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.46MShares$27.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.42MShares$27.2 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 ...