Kingswood Wealth Advisors, LLC Nuveen Preferred & Income Term Fund Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
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 22,185 shares of JPI stock, worth $455,458. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,185
Previous 89,880
75.32%
Holding current value
$455,458
Previous $1.77 Billion
73.89%
% of portfolio
0.04%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding JPI
# of Institutions
60Shares Held
2.71MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH377KShares$7.74 Million0.27% of portfolio
-
Morgan Stanley New York, NY253KShares$5.19 Million0.0% of portfolio
-
Smith Asset Management Co., LLC Chiefland, FL248KShares$5.08 Million4.59% of portfolio
-
Truist Financial Corp218KShares$4.47 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA146KShares$2.99 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...