Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
JFR holding history
Nuveen Floating Rate Income Fund in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JFR overviewAll 13F holders of JFRFull Q1 2025 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −15,447−100.0% | Sold out | Holders |
| Q3 2024 | 15,447 | $137.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 15,447 | $134.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 15,447 | $136.2K | <0.1% | +67+0.4% | Added | Holders |
| Q4 2023 | 15,380 | $126.4K | <0.1% | +68+0.4% | Added | Holders |
| Q3 2023 | 15,312 | $127.0K | <0.1% | +15,312 | New | Holders |