Beacon Financial Advisory LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 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 13,198 shares of JPC stock, worth $105,847. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,198
Previous 11,191
17.93%
Holding current value
$105,847
Previous $90,000
14.44%
% of portfolio
0.04%
Previous 0.03%
Shares
4 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 ...