Cfs Investment Advisory Services, LLC Nuveen Preferred & Income Term Fund Transaction History
Cfs Investment Advisory Services, LLC
- $1.19 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding JPI
# of Institutions
52Shares Held
1.98MCall Options Held
0Put Options Held
0-
Cornerstone Advisory, LLC290KShares$5.92 Million0.84% of portfolio
-
Truist Financial Corp173KShares$3.52 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA144KShares$2.94 Million0.0% of portfolio
-
Envestnet Asset Management Inc144KShares$2.94 Million0.0% of portfolio
-
Ubs Group Ag137KShares$2.8 Million0.0% of portfolio
About Nuveen Preferred & Income Term Fund
- Ticker JPI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...