Walled Lake Planning & Wealth Management, LLC Nuveen Preferred & Income Term Fund Put Options Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q2 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding JPI
# of Institutions
70Shares Held
6.52MCall Options Held
0Put Options Held
0-
Atlas Wealth LLC Cincinnati, OH619KShares$13 Million1.88% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN530KShares$11.1 Million0.24% of portfolio
-
Cornerstone Advisory, LLC518KShares$10.9 Million1.48% of portfolio
-
Almitas Capital LLC Santa Monica, CA502KShares$10.5 Million4.23% of portfolio
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Jane Street Group, LLC New York, NY458KShares$9.61 Million0.01% of portfolio
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...