Liberty Wealth Management LLC Nuveen Preferred & Income Securities Fund Transaction History

Liberty Wealth Management LLC

$546 Million
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$8.69 - $9.73 $8,811 - $9,866	-1,014 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$8.43 - $9.23 $143 - $156	17 Added 1.71%	1,014 $9,000
Q2 2020 Aug 04, 2020	SELL	$6.61 - $8.96 $6,471 - $8,771	-979 Reduced 49.54%	997 $9,000
Q1 2020 Apr 27, 2020	BUY	$4.92 - $10.44 $6,637 - $14,083	1,349 Added 215.15%	1,976 $14,000
Q2 2019 Jul 30, 2019	BUY	$9.03 - $9.5 $5,661 - $5,956	627 New	627 $6,000

Others Institutions Holding JPS

# of Institutions

15

Shares Held

728K

Call Options Held

0

Put Options Held

0

About Nuveen Preferred & Income Securities Fund

Ticker JPS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Preferred Securities Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Spectrum Asset Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade preferred debt securities, conve...

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