Walled Lake Planning & Wealth Management, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Walled Lake Planning & Wealth Management, LLC
- $246 Million
- Q3 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 55,269 shares of JPC stock, worth $448,784. This represents 0.18% of its overall portfolio holdings.
Number of Shares
55,269
Previous 55,269
-0.0%
Holding current value
$448,784
Previous $412,000
8.01%
% of portfolio
0.18%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding JPC
# of Institutions
295Shares Held
65.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY9.38MShares$76.1 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN5.23MShares$42.5 Million0.94% of portfolio
-
Ubs Group Ag4.01MShares$32.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.46MShares$28.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.42MShares$27.7 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 ...