Walled Lake Planning & Wealth Management, LLC Nuveen Preferred & Income Securities Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$5.88 - $7.67 $243,314 - $317,384
41,380 New
41,380 $267,000
Q2 2022

Aug 09, 2022
SELL
$7.0 - $8.6 $73,976 - $90,884
-10,568 Reduced 47.89%
11,500 $83,000
Q3 2020

Nov 13, 2020
BUY
$8.43 - $9.23 $92,730 - $101,530
11,000 Added 99.39%
22,068 $194,000
Q4 2019

May 15, 2020
BUY
$9.89 - $10.3 $109,462 - $114,000
11,068 New
11,068 $111,000

Others Institutions Holding JPS

# of Institutions
15
Shares Held
728K
Call Options Held
0
Put Options Held
0
View Full List

About Nuveen Preferred & Income Securities Fund

JPS Quotes by TradingView
  • Ticker JPS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Preferred Securities Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Spectrum Asset Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade preferred debt securities, conve...
More about JPS
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