Exencial Wealth Advisors, LLC Nuveen Preferred & Income Opportunities Fund Transaction History

Exencial Wealth Advisors, LLC

  • $2.62 Billion
  • Q2 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$6.26 - $6.62 $4,356 - $4,607
-696 Reduced 4.3%
15,499 $98,000
Q2 2023

Aug 10, 2023
SELL
$5.98 - $6.54 $19,339 - $21,150
-3,234 Reduced 16.65%
16,195 $104,000
Q1 2023

May 02, 2023
SELL
$6.06 - $8.03 $7,235 - $9,587
-1,194 Reduced 5.79%
19,429 $127,000
Q4 2022

Feb 14, 2023
SELL
$6.7 - $7.72 $47,503 - $54,734
-7,090 Reduced 25.58%
20,623 $150,000
Q3 2022

Nov 08, 2022
BUY
$6.92 - $8.41 $73,130 - $88,876
10,568 Added 61.64%
27,713 $193,000
Q2 2022

Aug 11, 2022
BUY
$7.35 - $8.71 $126,015 - $149,332
17,145 New
17,145 $131,000

Others Institutions Holding JPC

# of Institutions
285
Shares Held
78.7M
Call Options Held
0
Put Options Held
0
View Full List

About Nuveen Preferred & Income Opportunities Fund

JPC Quotes by TradingView
  • 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 ...
More about JPC
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