Summit Trail Advisors, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Summit Trail Advisors, LLC
- $3.97 Billion
- Q3 2024
A detailed history of Summit Trail Advisors, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 16,678 shares of JPC stock, worth $132,923. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,678
Previous 39,289
57.55%
Holding current value
$132,923
Previous $293,000
54.27%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding JPC
# of Institutions
295Shares Held
65.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY9.38MShares$74.7 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$27.2 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 ...