Carson Advisory Inc. Nuveen Preferred & Income Opportunities Fund Transaction History
Carson Advisory Inc.
- $135 Million
- Q4 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 47,433 shares of JPC stock, worth $342,940. This represents 0.27% of its overall portfolio holdings.
Number of Shares
47,433
Previous 55,638
14.75%
Holding current value
$342,940
Previous $448,000
16.96%
% of portfolio
0.27%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding JPC
# of Institutions
307Shares Held
66.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.66MShares$55.4 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN4.75MShares$34.3 Million0.85% of portfolio
-
Ubs Group Ag4.21MShares$30.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.8MShares$27.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.42MShares$24.7 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 ...