A detailed history of Apollon Wealth Management, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 12,227 shares of JPC stock, worth $97,204. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,227
Previous 12,915 5.33%
Holding current value
$97,204
Previous $96,000 2.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

SELL
$7.45 - $8.23 $5,125 - $5,662
-688 Reduced 5.33%
12,227 $98,000
Q2 2024

Jul 19, 2024

BUY
$6.8 - $7.52 $8,398 - $9,287
1,235 Added 10.57%
12,915 $96,000
Q1 2024

May 02, 2024

SELL
$6.83 - $7.3 $4,453 - $4,759
-652 Reduced 5.29%
11,680 $83,000
Q4 2023

Feb 06, 2024

BUY
$5.96 - $6.76 $6,693 - $7,591
1,123 Added 10.02%
12,332 $83,000
Q3 2023

Nov 14, 2023

BUY
$6.26 - $6.62 $1,408 - $1,489
225 Added 2.05%
11,209 $70,000
Q2 2023

Aug 04, 2023

BUY
$5.98 - $6.54 $1,375 - $1,504
230 Added 2.14%
10,984 $71,000
Q1 2023

May 15, 2023

BUY
$6.06 - $8.03 $793 - $1,051
131 Added 1.23%
10,754 $70,000
Q4 2022

Feb 15, 2023

BUY
$6.7 - $7.72 $2,043 - $2,354
305 Added 2.96%
10,623 $77,000
Q3 2022

Nov 08, 2022

BUY
$6.92 - $8.41 $1,425 - $1,732
206 Added 2.04%
10,318 $72,000
Q2 2022

Aug 11, 2022

BUY
$7.35 - $8.71 $74,323 - $88,075
10,112 New
10,112 $77,000
Q3 2021

Nov 15, 2021

SELL
$9.81 - $10.06 $98,973 - $101,495
-10,089 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$9.46 - $10.01 $95,441 - $100,990
10,089 New
10,089 $101,000

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 Apollon Wealth Management, LLC Portfolio

Follow Apollon Wealth Management, 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 Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.