Number of Shares
559,849.00
Current Holdings Value*
$4.74 Mil
% of Portfolio
1.21%
Total Estimate Gain
$47,741.95
% of Total Estimate Gain
0.99%

Coastal Bridge Advisors, LLC's Nuveen Floating Rate Income Fund Holding Summary

As of 2025-03-31, Coastal Bridge Advisors, LLC held 559,849.00 shares of Nuveen Floating Rate Income Fund(JFR), totaling $4.74 Mil. This investment constitutes 1.21% of their stock portfolio, and Coastal Bridge Advisors, LLC now holds 0.42% of the outstanding Nuveen Floating Rate Income Fund(JFR) stock.

The initial trade took place in 2023Q3. And since then Coastal Bridge Advisors, LLC has made 6 purchases of JFR, at an average price of $8.39, for a total of 574,291.00 shares. In addition, there have been 1 sales at an average price of $8.95 for 14,442.00 shares. Based on historical transaction data and JFR's current price of $8.46, Coastal Bridge Advisors, LLC's estimated gain on his JFR holdings is $47,741.95, reflecting a 0.99% gain to date.

Coastal Bridge Advisors, LLC JFR ($8.46) Holding Chart

Coastal Bridge Advisors, LLC JFR ($8.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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