Ethos Financial Group, LLC JFR Holdings History
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 $8.47, Ethos Financial Group, LLC's estimated gain on his JFR holdings is $-65,931.21, reflecting a -1.05% gain to date.
Ethos Financial Group, LLC JFR ($8.47) Holding Chart
Ethos Financial Group, LLC JFR ($8.47) 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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