MWM
JRO

Melfa Wealth Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Melfa Wealth Management’s Portfolio JRO Stock Details JRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,666
Closed -$98.8K – 142
2023
Q2 		$98.8K Hold
12,666
– – 0.1% 135
2023
Q1 		$102K Hold
12,666
– – 0.1% 133
2022
Q4 		$98.9K Buy
+12,666
New +$102K 0.1% 130

Other funds holding JRO

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return