A detailed history of Ep Wealth Advisors, LLC transactions in Nuveen Credit Strategies Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 32,000 shares of JQC stock, worth $184,960. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32,000
Previous 32,001 0.0%
Holding current value
$184,960
Previous $177,000 4.52%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$5.44 - $5.91 $5 - $5
-1 Reduced -0.0%
32,000 $185,000
Q2 2024

Aug 19, 2024

SELL
$5.36 - $5.69 $5,354 - $5,684
-999 Reduced 3.03%
32,001 $177,000
Q1 2024

May 14, 2024

BUY
$5.18 - $5.64 $5,180 - $5,640
1,000 Added 3.13%
33,000 $183,000
Q3 2023

Nov 22, 2023

BUY
$4.98 - $5.14 $159,360 - $164,480
32,000 New
32,000 $161,000

Others Institutions Holding JQC

About Nuveen Credit Strategies Income Fund


  • Ticker JQC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Credit Strategies Income Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is managed by Symphony Asset Management, LLC. It invests in the fixed income and public equity markets of the United States. The fund invests in senior secured and second lien loans, preferred securities, convertible securiti...
More about JQC
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.