A detailed history of Wela Strategies, Inc. transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Wela Strategies, Inc. holds 92,535 shares of JPC stock, worth $724,549. This represents 0.32% of its overall portfolio holdings.

Number of Shares
92,535
Previous 89,226 3.71%
Holding current value
$724,549
Previous $641,000 7.8%
% of portfolio
0.32%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$6.8 - $7.52 $22,501 - $24,883
3,309 Added 3.71%
92,535 $691,000
Q1 2024

Apr 15, 2024

SELL
$6.83 - $7.3 $373,532 - $399,237
-54,690 Reduced 38.0%
89,226 $641,000
Q4 2023

Jan 05, 2024

BUY
$5.96 - $6.76 $857,739 - $972,872
143,916 New
143,916 $972,000

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 Wela Strategies, Inc. Portfolio

Follow Wela Strategies, Inc. 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 Wela Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wela Strategies, Inc. with notifications on news.