A detailed history of Cyndeo Wealth Partners, LLC transactions in Nuveen Floating Rate Income Fund stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 557,450 shares of JFR stock, worth $4.97 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
557,450
Previous 476,469 17.0%
Holding current value
$4.97 Million
Previous $4.12 Million 19.29%
% of portfolio
0.35%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$8.36 - $9.0 $677,001 - $728,829
80,981 Added 17.0%
557,450 $4.92 Million
Q2 2024

Jul 30, 2024

BUY
$8.45 - $8.83 $498,710 - $521,137
59,019 Added 14.14%
476,469 $4.12 Million
Q1 2024

Apr 16, 2024

BUY
$8.16 - $8.75 $244,800 - $262,500
30,000 Added 7.74%
417,450 $3.64 Million
Q4 2023

Jan 12, 2024

BUY
$7.65 - $8.22 $2.96 Million - $3.18 Million
387,450 New
387,450 $3.18 Million

Others Institutions Holding JFR

About NUVEEN FLOATING RATE INCOME FUND


  • Ticker JFR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Floating Rate Income Fund is a close ended fixed income mutual fund launched by Nuveen Investments, Inc. It is co-managed by Nuveen Fund Advisors LLC and Symphony Asset Management LLC. The fund invests in fixed income markets of the United States. It primarily invests in adjustable rate secured and unsecured senior loans. Nuveen Floating ...
More about JFR
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.