Wealth Plan Partners, LLC Nuveen Preferred & Income Securities Fund Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 20, 2019	SELL	$7.46 - $8.69 $82,761 - $96,406	-11,094 Closed	0 $0
Q3 2018 Nov 21, 2018	SELL	$8.62 - $9.01 $155,918 - $162,972	-18,088 Reduced 61.98%	11,094 $91,000
Q2 2018 Aug 16, 2018	BUY	$8.79 - $9.7 $93,349 - $103,013	10,620 Added 57.21%	29,182 $257,000
Q1 2018 May 16, 2018	BUY	$9.3 - $10.17 $172,626 - $188,775	18,562 New	18,562 $182,000

Others Institutions Holding JPS

# of Institutions

15

Shares Held

728K

Call Options Held

0

Put Options Held

0

About Nuveen Preferred & Income Securities Fund

Ticker JPS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Preferred Securities 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 and Spectrum Asset Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade preferred debt securities, conve...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.