A detailed history of Integrated Wealth Concepts LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,129 shares of JPC stock, worth $113,738. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,129
Previous 14,129 -0.0%
Holding current value
$113,738
Previous $105,000 7.62%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$6.83 - $7.3 $744 - $795
-109 Reduced 0.77%
14,129 $101,000
Q4 2023

Feb 13, 2024

BUY
$5.96 - $6.76 $84,858 - $96,248
14,238 New
14,238 $96,000

Others Institutions Holding JPC

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 ...
More about JPC
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.