Uma Financial Services, Inc. Nuveen Preferred & Income Term Fund Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Uma Financial Services, Inc. holds 15,539 shares of JPI stock, worth $331,757. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,539
Previous 15,539
-0.0%
Holding current value
$331,757
Previous $298,000
1.34%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding JPI
# of Institutions
74Shares Held
6.53MCall Options Held
0Put Options Held
0-
Atlas Wealth LLC Cincinnati, OH619KShares$13.2 Million1.88% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN530KShares$11.3 Million0.24% of portfolio
-
Cornerstone Advisory, LLC518KShares$11.1 Million1.48% of portfolio
-
Almitas Capital LLC Santa Monica, CA502KShares$10.7 Million4.23% of portfolio
-
Jane Street Group, LLC New York, NY458KShares$9.77 Million0.01% of portfolio
About Nuveen Preferred & Income Term Fund
- Ticker JPI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...