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Nuveen Preferred & Income Opportunities Fund

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Mosaic Family Wealth Partners
101
Mosaic Family Wealth Partners
Missouri
USD 484 k – – –
CWM
102
Centurion Wealth Management
Virginia
USD 463 k -USD 64.9 k -8,252 -12%
Ameritas Advisory Services
103
Ameritas Advisory Services
Nebraska
USD 450 k +USD 117 k +14,892 +35%
WE
104
Wealth Effects
Massachusetts
USD 442 k – – –
Ritholtz Wealth Management
105
Ritholtz Wealth Management
New York
USD 436 k +USD 435 k +55,306 Nuevas
WLPWM
106
Walled Lake Planning & Wealth Management
Illinois
USD 436 k – – –
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
USD 426 k +USD 31.5 k +4,000 +8%
CWP
108
Core Wealth Partners
California
USD 419 k +USD 419 k +53,224 Nuevas
MML Investors Services
109
MML Investors Services
Massachusetts
USD 419 k -USD 2.52 k -320 -0.6%
B. Riley Wealth Advisors
110
B. Riley Wealth Advisors
Florida
USD 407 k – – –
Concurrent Investment Advisors
111
Concurrent Investment Advisors
Florida
USD 407 k +USD 15.1 k +1,925 +4%
CSA
112
Cottage Street Advisors
Massachusetts
USD 400 k +USD 7.64 k +972 +2%
OFA
113
Onyx Financial Advisors
Idaho
USD 395 k – – –
IAG
114
Investmark Advisory Group
Connecticut
USD 381 k +USD 2.08 k +264 +0.5%
Kestra Private Wealth Services
115
Kestra Private Wealth Services
Texas
USD 374 k -USD 295 k -37,533 -44%
Savvy Advisors Inc
116
Savvy Advisors Inc
New York
USD 371 k -USD 48.8 k -6,203 -12%
HRT Financial
117
HRT Financial
New York
USD 359 k +USD 62.1 k +7,900 +21%
SCA
118
Sage Capital Advisors
South Dakota
USD 352 k +USD 6.23 k +792 +2%
OA
119
Operose Advisors
Wisconsin
USD 350 k – – –
NWF Advisory Services
120
NWF Advisory Services
California
USD 337 k -USD 31.5 k -4,000 -9%
Advance Capital Management
121
Advance Capital Management
Michigan
USD 336 k +USD 210 k +26,755 +168%
Global Retirement Partners
122
Global Retirement Partners
California
USD 333 k +USD 332 k +42,204 Nuevas
CA
123
Carson Advisory
Georgia
USD 328 k – – –
IHT Wealth Management
124
IHT Wealth Management
Illinois
USD 324 k -USD 37.3 k -4,742 -10%
Curi RMB Capital
125
Curi RMB Capital
Illinois
USD 320 k -USD 162 k -20,619 -34%