Foundations Investment Advisors, LLC Nuveen Floating Rate Income Fund Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 21, 2022	SELL	$9.96 - $10.45 $19,979 - $20,962	-2,006 Reduced 6.76%	27,664 $288,000
Q3 2021 Oct 13, 2021	SELL	$9.61 - $10.15 $951 - $1,004	-99 Reduced 0.33%	29,670 $300,000
Q2 2021 Jul 14, 2021	BUY	$9.54 - $10.02 $8,652 - $9,088	907 Added 3.14%	29,769 $298,000
Q1 2021 Apr 09, 2021	BUY	$8.77 - $9.7 $14,137 - $15,636	1,612 Added 5.92%	28,862 $281,000
Q4 2020 Jan 13, 2021	BUY	$7.93 - $8.85 $1,808 - $2,017	228 Added 0.84%	27,250 $244,000
Q3 2020 Oct 07, 2020	BUY	$7.82 - $8.47 $211,312 - $228,876	27,022 New	27,022 $226,000

Others Institutions Holding JFR

# of Institutions

171

Shares Held

36.4M

Call Options Held

0

Put Options Held

0

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 ...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.