Carson Advisory Inc. Nuveen Preferred & Income Opportunities Fund Transaction History
Carson Advisory Inc.
- $151 Million
- Q3 2024
A detailed history of Carson Advisory Inc. transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Carson Advisory Inc. holds 55,638 shares of JPC stock, worth $447,329. This represents 0.3% of its overall portfolio holdings.
Number of Shares
55,638
Previous 37,510
48.33%
Holding current value
$447,329
Previous $280,000
60.0%
% of portfolio
0.3%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding JPC
# of Institutions
294Shares Held
65.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY9.38MShares$75.4 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN5.23MShares$42 Million0.94% of portfolio
-
Ubs Group Ag4.01MShares$32.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.46MShares$27.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.42MShares$27.5 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 ...