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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

Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20250.5M0.6M0.7M0.8M0.9M30k35k40k45k
Value ($)Share countHistorical JPI position of Kingswood Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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
2024-12-31 $942k 48k 19.60
2024-09-30 $555k 27k 20.52
2024-06-30 $526k 27k 19.45
2024-03-31 $564k 29k 19.24
2023-12-31 $536k 29k 18.28
2023-06-30 $492k 29k 16.79