Concord Asset Management, Llc/Va Nuveen Preferred & Income Term Fund Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 10,605 shares of JPI stock, worth $216,660. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,605Holding current value
$216,660% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding JPI
# of Institutions
65Shares Held
2.74MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH377KShares$7.7 Million0.27% of portfolio
-
Smith Asset Management Co., LLC Chiefland, FL248KShares$5.06 Million4.59% of portfolio
-
Truist Financial Corp218KShares$4.45 Million0.01% of portfolio
-
Ubs Group Ag160KShares$3.26 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA146KShares$2.98 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...