Walled Lake Planning & Wealth Management, LLC Nuveen Variable Rate Preferred & Income Fund Transaction History
Walled Lake Planning & Wealth Management, LLC
- $245 Million
- Q4 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Nuveen Variable Rate Preferred & Income Fund stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 11,767 shares of NPFD stock, worth $222,396. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,767
Previous 11,767
-0.0%
Holding current value
$222,396
Previous $222,000
3.6%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding NPFD
# of Institutions
46Shares Held
8.98MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN1.92MShares$36.3 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.8MShares$34.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA744KShares$14.1 Million0.0% of portfolio
-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL640KShares$12.1 Million3.74% of portfolio
-
Ubs Group Ag587KShares$11.1 Million0.0% of portfolio
About Nuveen Variable Rate Preferred & Income Fund
- Ticker NPFD
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Variable Rate Preferred & Income Fund operates as a closed-end management investment company. The company is based in Chicago, Illinois.