Concord Wealth Partners Nuveen Preferred & Income Opportunities Fund Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Concord Wealth Partners holds 2,023 shares of JPC stock, worth $16,264. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,023
Previous 1,971
2.64%
Holding current value
$16,264
Previous $14,000
14.29%
% of portfolio
0.0%
Previous 0.0%
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 ...