Number of Shares
732,569.00
Current Holdings Value*
$6.20 Mil
% of Portfolio
0.6%
Total Estimate Gain
$-51,279.83
% of Total Estimate Gain
-0.82%

Ethos Financial Group, LLC's Nuveen Floating Rate Income Fund Holding Summary

As of 2025-03-31, Ethos Financial Group, LLC held 732,569.00 shares of Nuveen Floating Rate Income Fund(JFR), totaling $6.20 Mil. This investment constitutes 0.6% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.55% of the outstanding Nuveen Floating Rate Income Fund(JFR) stock.

The initial trade took place in 2025Q1. And since then Ethos Financial Group, LLC has made 1 purchases of JFR, at an average price of $8.56, for a total of 732,569.00 shares. Based on historical transaction data and JFR's current price of $8.49, Ethos Financial Group, LLC's estimated gain on his JFR holdings is $-51,279.83, reflecting a -0.82% gain to date.

Ethos Financial Group, LLC JFR ($8.49) Holding Chart

Ethos Financial Group, LLC JFR ($8.49) 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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