Daymark Wealth Partners, LLC Nuveen Preferred & Income Term Fund Transaction History
Daymark Wealth Partners, LLC
- $2.43 Billion
- Q1 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 12,948 shares of JPI stock, worth $251,579. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,948
Previous 12,948
-0.0%
Holding current value
$251,579
Previous $236,000
5.51%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding JPI
# of Institutions
71Shares Held
5.59MCall Options Held
0Put Options Held
0-
Cornerstone Advisory, LLC579KShares$11.2 Million1.65% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN569KShares$11.1 Million0.25% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN438KShares$8.5 Million0.51% of portfolio
-
Truist Financial Corp424KShares$8.24 Million0.01% of portfolio
-
Envestnet Asset Management Inc340KShares$6.6 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...