Walled Lake Planning & Wealth Management, LLC Nuveen Real Asset Income & Growth Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$13.22 - $14.78 $1,480 - $1,655	-112 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$11.64 - $13.6 $1,233 - $1,441	-106 Reduced 48.62%	112 $2,000
Q3 2020 Nov 13, 2020	BUY	$11.55 - $12.59 $57 - $62	5 Added 2.35%	218 $3,000
Q2 2020 Aug 18, 2020	BUY	$9.18 - $12.67 $55 - $76	6 Added 2.9%	213 $2,000
Q1 2020 May 15, 2020	BUY	$7.42 - $19.11 $1,535 - $3,955	207 New	207 $2,000

Others Institutions Holding JRI

# of Institutions

Shares Held

6.54M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.84M
Shares

$22.7 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

762K
Shares

$9.38 Million
0.23% of portfolio
Saba Capital Management, L.P. New York, NY

534K
Shares

$6.57 Million
0.14% of portfolio
Sit Investment Associates Inc Minneapolis, MN

453K
Shares

$5.58 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$3.21 Million
0.0% of portfolio

View Full List

About Nuveen Real Asset Income & Growth Fund

Ticker JRI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Real Asset Income and Growth Fund is an closed 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 in the public equity markets across the globe. The fund also makes its investments in depository receipts. It invests in stocks of co...

More about JRI

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