A detailed history of Atlas Wealth LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Atlas Wealth LLC holds 619,139 shares of JPI stock, worth $12.9 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
619,139
Holding current value
$12.9 Million
% of portfolio
1.88%

Shares

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

Jul 31, 2024

BUY
$18.75 - $19.46 $11.6 Million - $12 Million
619,139 New
619,139 $12.1 Billion
Q3 2023

Nov 07, 2023

BUY
$16.78 - $17.88 $1.22 Million - $1.29 Million
72,417 Added 18.31%
467,865 $8.03 Billion
Q2 2023

Aug 08, 2023

BUY
$16.1 - $17.83 $1.97 Million - $2.18 Million
122,099 Added 44.67%
395,448 $6.7 Billion
Q1 2023

May 09, 2023

BUY
$16.18 - $20.62 $3.38 Million - $4.31 Million
209,051 Added 325.13%
273,349 $4.82 Billion
Q4 2022

Feb 14, 2023

BUY
$17.58 - $19.44 $1.13 Million - $1.25 Million
64,298 New
64,298 $1.19 Billion

Others Institutions Holding JPI

About Nuveen Preferred & Income Term Fund


  • Ticker JPI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...
More about JPI
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