Brandywine Oak Private Wealth LLC Nuveen Preferred & Income Term Fund Transaction History

Brandywine Oak Private Wealth LLC

$1.03 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$18.82 - $22.13 $191,964 - $225,726	-10,200 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$21.25 - $25.81 $8,500 - $10,324	-400 Reduced 3.77%	10,200 $224,000
Q4 2021 Feb 07, 2022	BUY	$24.27 - $25.96 $257,262 - $275,176	10,600 New	10,600 $274,000

Others Institutions Holding JPI

# of Institutions

51

Shares Held

1.95M

Call Options Held

0

Put Options Held

0

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...

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