Nuveen Preferred And equity shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Nuveen Preferred And equity (JPI) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Nuveen Preferred And equity
Tip: Access up to 7 years of quarterly data
All positions including Nuveen Preferred And equity held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Nuveen Preferred And equity by Arete Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $298k | 16k | 19.24 |
2023-12-31 | $283k | 16k | 18.28 |
2023-09-30 | $266k | 16k | 17.17 |
2023-06-30 | $260k | 16k | 16.79 |
2023-03-31 | $273k | 16k | 17.63 |
2022-09-30 | $255k | 14k | 18.42 |
2022-03-31 | $285k | 13k | 21.96 |
2021-12-31 | $1.3M | 50k | 25.88 |