A detailed history of Occidental Asset Management, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Occidental Asset Management, LLC holds 12,541 shares of JPC stock, worth $93,555. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,541
Previous 10,728 16.9%
Holding current value
$93,555
Previous $72,000 25.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 16, 2024

BUY
$6.83 - $7.3 $12,382 - $13,234
1,813 Added 16.9%
12,541 $90,000
Q4 2023

Jan 18, 2024

BUY
$5.96 - $6.76 $63,938 - $72,521
10,728 New
10,728 $72,000

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
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