Diversify Wealth Management, LLC Nuveen Floating Rate Income Fund Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
A detailed history of Diversify Wealth Management, LLC transactions in Nuveen Floating Rate Income Fund stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 29,201 shares of JFR stock, worth $230,979. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29,201
Previous 27,201
7.35%
Holding current value
$230,979
Previous $231 Million
0.02%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding JFR
# of Institutions
196Shares Held
56.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.35MShares$58.1 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN5.33MShares$42.1 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.15MShares$24.9 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA2.81MShares$22.2 Million0.0% of portfolio
-
Congress Park Capital LLC2.76MShares$21.8 Million7.64% of portfolio
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 ...