Drive Wealth Management, LLC Nuveen Floating Rate Income Fund Transaction History

Drive Wealth Management, LLC

$380 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$8.45 - $8.83 $3,836 - $4,008	454 Added 2.94%	15,900 $137,000
Q1 2024 Apr 22, 2024	SELL	$8.16 - $8.75 $530 - $568	-65 Reduced 0.42%	15,446 $134,000
Q4 2023 Jan 22, 2024	BUY	$7.65 - $8.22 $2,769 - $2,975	362 Added 2.39%	15,511 $127,000
Q3 2023 Oct 10, 2023	BUY	$7.84 - $8.26 $118,768 - $125,130	15,149 New	15,149 $124,000

Others Institutions Holding JFR

# of Institutions

176

Shares Held

39.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

5.19M
Shares

$46.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.79M
Shares

$25 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.52M
Shares

$22.6 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

2.1M
Shares

$18.9 Million
0.65% of portfolio
Invesco Ltd. Atlanta, GA

1.8M
Shares

$16.1 Million
0.0% 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 ...

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