Ae Wealth Management LLC Nuveen Floating Rate Income Opportunity Fund Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	$6.93 - $8.2 $84,469 - $99,949	-12,189 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$5.64 - $10.15 $2,430 - $4,374	-431 Reduced 3.42%	12,189 $91,000
Q4 2019 Jan 15, 2020	BUY	$9.3 - $9.99 $3,868 - $4,155	416 Added 3.41%	12,620 $126,000
Q3 2019 Nov 05, 2019	BUY	$9.42 - $9.78 $3,862 - $4,009	410 Added 3.48%	12,204 $116,000
Q2 2019 Jul 22, 2019	BUY	$9.54 - $10.03 $112,514 - $118,293	11,794 New	11,794 $115,000

Others Institutions Holding JRO

# of Institutions

7

Shares Held

446K

Call Options Held

0

Put Options Held

0

About Nuveen Floating Rate Income Opportunity Fund

Ticker JRO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Floating Rate Income Opportunity Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Symphony Asset Management LLC. It invests in fixed income markets of the United States. The fund invests in adjustable rate loans, primarily in senior loans. It benchm...

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