Ae Wealth Management LLC Nuveen Floating Rate Income Fund Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$7.65 - $8.22 $13,364 - $14,360
1,747 Added 16.46%
12,358 $101,000
Q3 2023

Oct 11, 2023
BUY
$7.84 - $8.26 $83,190 - $87,646
10,611 New
10,611 $87,000
Q1 2023

Apr 14, 2023
SELL
$7.73 - $8.72 $10,543 - $11,894
-1,364 Reduced 7.33%
17,250 $141,000
Q4 2022

Jan 31, 2023
BUY
$7.84 - $8.57 $11,281 - $12,332
1,439 Added 8.38%
18,614 $147,000
Q3 2022

Oct 25, 2022
SELL
$7.96 - $9.18 $40,795 - $47,047
-5,125 Reduced 22.98%
17,175 $139,000
Q2 2022

Aug 03, 2022
SELL
$8.2 - $10.23 $16,400 - $20,460
-2,000 Reduced 8.23%
22,300 $186,000
Q1 2022

Apr 18, 2022
BUY
$9.39 - $10.48 $228,177 - $254,664
24,300 New
24,300 $243,000

Others Institutions Holding JFR

# of Institutions
170
Shares Held
38.3M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN FLOATING RATE INCOME FUND

JFR Quotes by TradingView
  • 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 Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email