Prevail Innovative Wealth Advisors, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Prevail Innovative Wealth Advisors, LLC
- $328 Billion
- Q3 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 238,150 shares of JPC stock, worth $1.9 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
238,150
Previous 376,070
36.67%
Holding current value
$1.9 Million
Previous $2.81 Billion
31.59%
% of portfolio
0.59%
Previous 0.99%
Shares
4 transactions
Others Institutions Holding JPC
# of Institutions
295Shares Held
65.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY9.38MShares$74.8 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN5.23MShares$41.7 Million0.94% of portfolio
-
Ubs Group Ag4.01MShares$32 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.46MShares$27.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.42MShares$27.3 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 ...