Summit Financial, LLC Nuveen Preferred & Income Opportunities Fund Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Summit Financial, LLC holds 26,563 shares of JPC stock, worth $214,629. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26,563
Previous 26,404
0.6%
Holding current value
$214,629
Previous $211,000
2.84%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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 ...