Iht Wealth Management, LLC Nuveen Preferred & Income Term Fund Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,703 shares of JPI stock, worth $258,251. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,703
Previous 12,804
0.79%
Holding current value
$258,251
Previous $251,000
5.18%
% of portfolio
0.01%
Previous 0.01%
Shares
29 transactions
Others Institutions Holding JPI
# of Institutions
47Shares Held
2.24MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY253KShares$5.14 Million0.0% of portfolio
-
Smith Asset Management Co., LLC Chiefland, FL248KShares$5.03 Million4.59% of portfolio
-
Truist Financial Corp218KShares$4.43 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA146KShares$2.96 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC137KShares$2.79 Million0.0% of portfolio
About Nuveen Preferred & Income Term Fund
- Ticker JPI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...