Nuveen Preferred And equity shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Nuveen Preferred And equity (JPI) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Nuveen Preferred And equity
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All positions including Nuveen Preferred And equity held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Nuveen Preferred And equity by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $564k | 29k | 19.24 |
| 2023-12-31 | $536k | 29k | 18.28 |
| 2023-06-30 | $492k | 29k | 16.79 |