Ever Source Wealth Advisors, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 16,645 shares of JPC stock, worth $132,660. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,645
Previous 14,145
17.67%
Holding current value
$132,660
Previous $105,000
27.62%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding JPC
# of Institutions
296Shares Held
65.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY9.38MShares$74.7 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN5.23MShares$41.7 Million0.94% of portfolio
-
Ubs Group Ag4.01MShares$32 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.46MShares$27.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.42MShares$27.2 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 ...