BSTWA
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Blake Schutter Theil Wealth Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-61,706
Closed -$633K 113
2025
Q1
$633K Buy
61,706
+25,598
+71% +$263K 0.72% 39
2024
Q4
$362K Hold
36,108
0.38% 75
2024
Q3
$405K Buy
+36,108
New +$405K 0.29% 99