Wealth Advisory Solutions, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Wealth Advisory Solutions, LLC
- $411 Million
- Q3 2025
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 274,382 shares of JPC stock, worth $2.23 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
274,382
Previous 274,632
0.09%
Holding current value
$2.23 Million
Previous $2.2 Million
2.13%
% of portfolio
0.55%
Previous 0.56%
Shares
7 transactions
Others Institutions Holding JPC
# of Institutions
320Shares Held
65.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.89MShares$56.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC4.2MShares$34.2 Million0.0% of portfolio
-
Ubs Group Ag4.2MShares$34.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$30.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.46MShares$28.1 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 ...