Wealth Advisory Solutions, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Wealth Advisory Solutions, LLC
- $377 Million
- Q1 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 244,083 shares of JPC stock, worth $1.93 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
244,083
Previous 200,593
21.68%
Holding current value
$1.93 Million
Previous $1.58 Million
23.22%
% of portfolio
0.52%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding JPC
# of Institutions
305Shares Held
65.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$53.6 Million0.0% of portfolio
-
Ubs Group Ag4.42MShares$34.9 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN4.11MShares$32.4 Million0.77% of portfolio
-
Bank Of America Corp Charlotte, NC4.1MShares$32.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA3.56MShares$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 ...