A detailed history of Wealth Trust Axiom LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 21,782 shares of JPC stock, worth $173,602. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,782
Previous 21,442 1.59%
Holding current value
$173,602
Previous $160,000 9.38%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$7.45 - $8.23 $2,533 - $2,798
340 Added 1.59%
21,782 $175,000
Q2 2024

Aug 13, 2024

SELL
$6.8 - $7.52 $6,038 - $6,677
-888 Reduced 3.98%
21,442 $160,000
Q1 2024

May 10, 2024

BUY
$6.83 - $7.3 $6 - $7
1 Added 0.0%
22,330 $160,000
Q4 2023

Feb 05, 2024

BUY
$5.96 - $6.76 $133,080 - $150,944
22,329 New
22,329 $150,000

Others Institutions Holding JPC

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 ...
More about JPC
Track This Portfolio

Track Wealth Trust Axiom LLC Portfolio

Follow Wealth Trust Axiom LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Trust Axiom LLC with notifications on news.