A detailed history of Wetherby Asset Management Inc transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Wetherby Asset Management Inc holds 38,073 shares of JPC stock, worth $306,868. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,073
Previous 38,902 2.13%
Holding current value
$306,868
Previous $279,000 1.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024

SELL
$6.8 - $7.52 $5,637 - $6,234
-829 Reduced 2.13%
38,073 $284,000
Q1 2024

May 15, 2024

BUY
$6.83 - $7.3 $157,533 - $168,374
23,065 Added 145.64%
38,902 $279,000
Q4 2023

Feb 14, 2024

BUY
$5.96 - $6.76 $94,388 - $107,058
15,837 New
15,837 $107,000

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
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