Ever Source Wealth Advisors, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
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 $133,992. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,645
Previous 16,645
-0.0%
Holding current value
$133,992
Previous $130,000
1.54%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding JPC
# of Institutions
309Shares Held
94.2MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX28.6MShares$230 Million0.04% of portfolio
-
Morgan Stanley New York, NY6.78MShares$54.6 Million0.0% of portfolio
-
Ubs Group Ag4.42MShares$35.6 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN4.11MShares$33.1 Million0.77% of portfolio
-
Bank Of America Corp Charlotte, NC4.1MShares$33 Million0.0% 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 ...