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LM Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

LM Advisors’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
2026
Q1 		$43.4K Buy
+447
New +$4.63K 0.69% 41
2025
Q4 		– Sell
-50,726
Closed -$527K – 220
2025
Q3 		$527K Hold
50,726
– – 0.08% 133
2025
Q2 		$511K Hold
50,726
– – 0.07% 125
2025
Q1 		$520K Sell
50,726
-2,000
-4% -$20.8K 0.09% 149
2024
Q4 		$528K Sell
52,726
-6,968
-12% -$74.6K 0.09% 133
2024
Q3 		$669K Sell
59,694
-1,121
-2% -$12.2K 0.14% 101
2024
Q2 		$657K Buy
60,815
+496
+0.8% +$5.36K ﹤0.01% 119
2024
Q1 		$657K Hold
60,319
– – 0.1% 118
2023
Q4 		$598K Buy
+60,319
New +$588K 0.12% 102

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return