Wealth Management Associates, Inc. Nuveen Mortgage & Income Fund Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 May 28, 2025	SELL	$22.94 - $23.27 $2.64 Million - $2.68 Million	-115,160 Closed	0 $0
Q2 2019 May 28, 2025	BUY	$23.08 - $23.37 $145,542 - $147,371	6,306 Added 5.79%	115,160 $2.67 Billion
Q1 2019 May 28, 2025	BUY	$22.34 - $23.29 $95,883 - $99,960	4,292 Added 4.1%	108,854 $2.53 Billion
Q4 2018 May 28, 2025	BUY	$22.3 - $24.09 $2.33 Million - $2.52 Million	104,562 New	104,562 $2.34 Billion

Others Institutions Holding JLS

# of Institutions

29

Shares Held

2.7M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.42M
Shares

$25.7 Million
0.62% of portfolio
Ameriprise Financial Inc Minneapolis, MN

161K
Shares

$2.93 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

157K
Shares

$2.86 Million
0.06% of portfolio
Private Client Services, LLC Louisville, KY

134K
Shares

$2.44 Million
1.25% of portfolio
Morgan Stanley New York, NY

105K
Shares

$1.9 Million
0.0% of portfolio

About Nuveen Mortgage & Income Fund

Ticker JLS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP. It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed secur...

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