Wealth Advisory Solutions, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Wealth Advisory Solutions, LLC
- $369 Million
- Q2 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 18,072 shares of JPC stock, worth $145,118. This represents 0.04% of its overall portfolio holdings.
Number of Shares
18,072
Previous 14,000
29.09%
Holding current value
$145,118
Previous $100,000
34.0%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding JPC
# of Institutions
290Shares Held
78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$99.3 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN6.2MShares$49.8 Million1.07% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL5.06MShares$40.6 Million1.94% of portfolio
-
Invesco Ltd. Atlanta, GA4.13MShares$33.2 Million0.01% of portfolio
-
Ubs Group Ag3.54MShares$28.4 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 ...