Perigon Wealth Management, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 13,312 shares of JPC stock, worth $108,359. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,312
Previous 13,312
-0.0%
Holding current value
$108,359
Previous $106,000
2.83%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding JPC
# of Institutions
319Shares Held
64.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.89MShares$56.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC4.2MShares$34.2 Million0.0% of portfolio
-
Ubs Group Ag4.2MShares$34.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$30.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.46MShares$28.1 Million0.01% of portfolio
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 ...