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icono de JPC

Nuveen Preferred & Income Opportunities Fund
JPC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BIA
76
Benchmark Investment Advisors
Illinois
USD 693 k – – –
Spire Wealth Management
77
Spire Wealth Management
Virginia
USD 692 k +USD 61.9 k +7,868 +10%
SFS
78
Shaker Financial Services
Virginia
USD 689 k +USD 684 k +87,000 Nuevas
Marino Stram & Associates
79
Marino Stram & Associates
Massachusetts
USD 682 k – – –
AHL
80
Abel Hall LLC
Louisiana
USD 659 k – – –
Level Four Advisory Services
81
Level Four Advisory Services
Texas
USD 656 k -USD 6.77 k -861 -1%
Prospera Financial Services
82
Prospera Financial Services
Texas
USD 651 k +USD 1.28 k +163 +0.2%
Rothschild Investment LLC
83
Rothschild Investment LLC
Illinois
USD 638 k +USD 77.8 k +9,888 +14%
SDAM
84
Shulman DeMeo Asset Management
New York
USD 609 k -USD 3.31 k -421 -0.5%
SIC
85
Samalin Investment Counsel
New York
USD 590 k -USD 242 k -30,789 -29%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
USD 587 k – – –
Waverly Advisors
87
Waverly Advisors
Alabama
USD 580 k -USD 97.8 k -12,441 -14%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
USD 560 k +USD 1.93 k +245 +0.3%
RVW Wealth
89
RVW Wealth
California
USD 559 k – – –
IAMOG
90
Investors Asset Management of Georgia
Georgia
USD 546 k +USD 15.7 k +2,000 +3%
Arax Advisory Partners
91
Arax Advisory Partners
Colorado
USD 544 k +USD 435 k +55,370 +404%
Principal Securities
92
Principal Securities
Iowa
USD 536 k +USD 1.98 k +252 +0.4%
Mariner
93
Mariner
Kansas
USD 529 k -USD 146 k -18,508 -22%
KCIA
94
Kingsbury Capital Investment Advisors
Illinois
USD 519 k +USD 5.33 k +678 +1%
KWM
95
KMT Wealth Management
California
USD 519 k +USD 518 k +65,897 Nuevas
Live Oak Private Wealth
96
Live Oak Private Wealth
North Carolina
USD 517 k – – –
EAM
97
Everstar Asset Management
North Carolina
USD 511 k -USD 9.15 k -1,164 -2%
IAIM
98
International Assets Investment Management
Florida
USD 508 k +USD 61.9 k +7,875 +14%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
USD 497 k +USD 29.2 k +3,718 +6%
AWM
100
Accel Wealth Management
Iowa
USD 487 k -USD 25.1 k -3,197 -5%
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4
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