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JPT
Nuveen Preferred and Income Fund
Delisted
JPT was delisted on the 3rd of November, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
AWM
26
Avior Wealth Management
Omaha,
Nebraska
| $10K | +$10.1K | +401 | New |
|
| 27 |
NFG
27
Next Financial Group
Houston,
Texas
| $9K | +$9.05K | +360 | New |
|
| 28 |
GKWIM
28
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1K | +$25 | +1 | New |
|
| 29 |
RFM
29
Royal Fund Management
Lady Lake,
Florida
| – | -$233K | -9,359 | Closed |
|
| 30 |
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$202K | -8,093 | Closed |
|