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Laffer Tengler Investments’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-3,200
Closed -$34.6K – 288
2024
Q2 		$34.6K Hold
3,200
– – 0.01% 257
2024
Q1 		$34.8K Buy
+3,200
New +$33.9K 0.01% 258

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laffer Tengler Investments's NDMO Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q3 2024, closing a stake of 3,200 shares — an estimated $34.6K sold.

Laffer Tengler Investments first reported a position in NDMO in Q1 2024 and held it in 2 quarters. The position peaked at $34.8K in Q1 2024. 63 funds tracked by Wall St. Rank hold NDMO as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 3,200 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2024, an estimated $34.6K.
  • Laffer Tengler Investments first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2024 and held it in 2 quarters.
  • Laffer Tengler Investments's Nuveen Dynamic Municipal Opportunities Fund position peaked at $34.8K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.