Diversify Wealth Management, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
A detailed history of Diversify Wealth Management, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 106,881 shares of JPC stock, worth $863,598. This represents 0.05% of its overall portfolio holdings.
Number of Shares
106,881
Previous 73,000
46.41%
Holding current value
$863,598
Previous $589 Million
48.04%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding JPC
# of Institutions
337Shares Held
71.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.45MShares$60.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA4.5MShares$36.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$35.4 Million0.0% of portfolio
-
Ubs Group Ag4.18MShares$33.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.48MShares$28.1 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 ...