A detailed history of Spire Wealth Management transactions in Nuveen Floating Rate Income Fund stock. As of the latest transaction made, Spire Wealth Management holds 38,874 shares of JFR stock, worth $341,313. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,874
Previous 38,874 -0.0%
Holding current value
$341,313
Previous $319,000 6.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 06, 2024

BUY
$7.65 - $8.22 $154,790 - $166,323
20,234 Added 108.55%
38,874 $319,000
Q3 2023

Nov 08, 2023

BUY
$7.84 - $8.26 $98,000 - $103,250
12,500 Added 203.58%
18,640 $153,000
Q1 2023

May 09, 2023

BUY
$7.73 - $8.72 $47,462 - $53,540
6,140 New
6,140 $50,000
Q2 2022

Jul 22, 2022

SELL
$8.2 - $10.23 $49,355 - $61,574
-6,019 Reduced 47.86%
6,556 $55,000
Q1 2022

Apr 18, 2022

BUY
$9.39 - $10.48 $497 - $555
53 Added 0.42%
12,575 $126,000
Q4 2021

Jan 14, 2022

BUY
$9.96 - $10.45 $258 - $271
26 Added 0.21%
12,522 $127,000
Q2 2021

Jul 26, 2021

BUY
$9.54 - $10.02 $4,293 - $4,509
450 Added 3.74%
12,496 $125,000
Q1 2021

May 21, 2021

BUY
$8.77 - $9.7 $105,643 - $116,846
12,046 New
12,046 $116,000

Others Institutions Holding JFR

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 ...
More about JFR
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