Fairhaven Wealth Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Fairhaven Wealth Management’s Portfolio NDMO Stock Details NDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$312K	Hold	31,175	–	–	0.1%	78
2024 Q3	$349K	Hold	31,175	–	–	0.11%	80
2024 Q2	$337K	Hold	31,175	–	–	0.11%	77
2024 Q1	$339K	Buy	31,175 +20,275	+186%	+$215K	0.12%	78
2023 Q4	$108K	Hold	10,900	–	–	0.04%	115
2023 Q3	$107K	Hold	10,900	–	–	0.04%	110
2023 Q2	$111K	Buy	+10,900	New	+$114K	0.04%	119
2022 Q4	$108K	Buy	+10,900	New	+$111K	0.05%	113

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fairhaven Wealth Management's NDMO Position: Q4 2024 in Review

Fairhaven Wealth Management held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q4 2024 at 31,175 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #78.

Fairhaven Wealth Management first reported a position in NDMO in Q4 2022 and has held it in 8 quarters since. The position peaked at $349K in Q3 2024. 86 funds tracked by Wall St. Rank hold NDMO as of Q4 2024.

Fairhaven Wealth Management held 31,175 shares of Nuveen Dynamic Municipal Opportunities Fund worth $312K as of Q4 2024.
Fairhaven Wealth Management left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q4 2024.
Nuveen Dynamic Municipal Opportunities Fund made up 0.1% of Fairhaven Wealth Management's portfolio in Q4 2024, its #78 holding.
Fairhaven Wealth Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and has held it in 8 quarters since.
Fairhaven Wealth Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $349K in Q3 2024.
86 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.