Kingswood Wealth Advisors, LLC Nuveen Preferred & Income Term Fund Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 48,040 shares of JPI stock, worth $950,231. This represents 0.07% of its overall portfolio holdings.
Number of Shares
48,040
Previous 27,020
77.79%
Holding current value
$950,231
Previous $554 Million
69.82%
% of portfolio
0.07%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding JPI
# of Institutions
54Shares Held
2MCall Options Held
0Put Options Held
0-
Cornerstone Advisory, LLC196KShares$3.87 Million0.49% of portfolio
-
Truist Financial Corp163KShares$3.23 Million0.01% of portfolio
-
Morgan Stanley New York, NY144KShares$2.85 Million0.0% of portfolio
-
Ubs Group Ag144KShares$2.85 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA136KShares$2.7 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...