A detailed history of Integrated Wealth Concepts LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 24,529 shares of JPC stock, worth $195,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,529
Previous 14,129 73.61%
Holding current value
$195,741
Previous $113,000 69.91%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$7.83 - $8.16 $81,432 - $84,864
10,400 Added 73.61%
24,529 $192,000
Q1 2024

May 15, 2024

SELL
$6.83 - $7.3 $744 - $795
-109 Reduced 0.77%
14,129 $101,000
Q4 2023

Feb 13, 2024

BUY
$5.96 - $6.76 $84,858 - $96,248
14,238 New
14,238 $96,000

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
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