Wealthcare Advisory Partners LLC Nuveen Preferred & Income Term Fund Transaction History
Wealthcare Advisory Partners LLC
- $3 Billion
- Q1 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 19,614 shares of JPI stock, worth $381,100. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,614
Previous 20,799
5.7%
Holding current value
$381,100
Previous $380,000
0.79%
% of portfolio
0.01%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding JPI
# of Institutions
71Shares Held
5.59MCall Options Held
0Put Options Held
0-
Cornerstone Advisory, LLC579KShares$11.2 Million1.65% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN569KShares$11.1 Million0.25% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN438KShares$8.5 Million0.51% of portfolio
-
Truist Financial Corp424KShares$8.24 Million0.01% of portfolio
-
Envestnet Asset Management Inc340KShares$6.6 Million0.0% of portfolio
About Nuveen Preferred & Income Term Fund
- Ticker JPI
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...