Position Size ($1000s)
$3,429
| $3,658
| $3,801
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
199,685
| 200,085
| 197,543
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
NUVEEN PFD & INCOME TERM FD |
197,543 |
$3,801 | JPI | 197,543 | $3,801 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
NUVEEN PFD & INCOME TERM FD |
200,085 |
$3,658 | JPI | 200,085 | $3,658 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
NUVEEN PFD & INCOME TERM FD |
199,685 |
$3,429 | JPI | 199,685 | $3,429 |
Top Stocks Held at 03/31/2024: MSFT, AAPL, IVV, VO, AGG, More »
Size ($ in 1000's)
At 03/31/2024: $415,110,747 At 12/31/2023: $383,310,017 At 09/30/2023: $341,957,914
Combined Holding Report Includes:
WELLS FARGO & COMPANY MN WELLS FARGO CLEARING SERVICES LLC WELLS FARGO ADVISORS FINANCIAL NETWORK LLC WELLS FARGO BANK N A WELLS FARGO DELAWARE TRUST CO N.A. Wells Fargo Securities LLC WELLS FARGO INVESTMENT INSTITUTE INC.
Wells Fargo & Company MN Top Holdings
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