A detailed history of Transform Wealth, LLC transactions in Nuveen Floating Rate Income Fund stock. As of the latest transaction made, Transform Wealth, LLC holds 15,447 shares of JFR stock, worth $139,640. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,447
Previous 15,447 -0.0%
Holding current value
$139,640
Previous $133,000 2.26%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$8.16 - $8.75 $546 - $586
67 Added 0.44%
15,447 $134,000
Q4 2023

Jan 18, 2024

BUY
$7.65 - $8.22 $520 - $558
68 Added 0.44%
15,380 $126,000
Q3 2023

Oct 10, 2023

BUY
$7.84 - $8.26 $120,046 - $126,477
15,312 New
15,312 $125,000
Q3 2018

Oct 25, 2018

SELL
$10.18 - $10.48 $236,176 - $243,136
-23,200 Closed
0 $0
Q2 2018

Aug 03, 2018

BUY
$10.45 - $10.95 $8,360 - $8,760
800 Added 3.57%
23,200 $242,000
Q4 2017

Feb 08, 2018

BUY
$10.8 - $11.76 $241,920 - $263,424
22,400
22,400 $251,000

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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