Beacon Financial Advisory LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 13,602 shares of JPC stock, worth $109,904. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,602
Previous 13,284
2.39%
Holding current value
$109,904
Previous $106,000
4.72%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding JPC
# of Institutions
337Shares Held
71.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.45MShares$60.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA4.5MShares$36.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.38MShares$35.4 Million0.0% of portfolio
-
Ubs Group Ag4.18MShares$33.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.48MShares$28.1 Million0.01% of portfolio
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 ...