A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 12,000 shares of JPC stock, worth $96,960. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,000
Previous 12,000 -0.0%
Holding current value
$96,960
Previous $86,000 3.49%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 26, 2023

SELL
$6.26 - $6.62 $53,210 - $56,270
-8,500 Reduced 41.46%
12,000 $75,000
Q2 2023

Aug 07, 2023

SELL
$5.98 - $6.54 $65,780 - $71,940
-11,000 Reduced 34.92%
20,500 $132,000
Q4 2022

Jan 30, 2023

BUY
$6.7 - $7.72 $211,050 - $243,180
31,500 New
31,500 $229,000

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 Carlton Hofferkamp & Jenks Wealth Management, LLC Portfolio

Follow Carlton Hofferkamp & Jenks 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 Carlton Hofferkamp & Jenks Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carlton Hofferkamp & Jenks Wealth Management, LLC with notifications on news.