M Holdings Securities’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

M Holdings Securities’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
2023 Q3	–	Sell	-10,192	Closed	-$104K	–	265
2023 Q2	$104K	Hold	10,192	–	–	0.02%	198
2023 Q1	$108K	Hold	10,192	–	–	0.01%	452
2022 Q4	$101K	Hold	10,192	–	–	0.01%	436
2022 Q3	$105K	Hold	10,192	–	–	0.01%	421
2022 Q2	$113K	Hold	10,192	–	–	0.01%	424
2022 Q1	$134K	Buy	+10,192	New	+$148K	0.01%	489

Other funds holding NDMO

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

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

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

M Holdings Securities's NDMO Position: Q3 2023 in Review

M Holdings Securities sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q3 2023, closing a stake of 10,192 shares — an estimated $104K sold.

M Holdings Securities first reported a position in NDMO in Q1 2022 and held it in 6 quarters. The position peaked at $134K in Q1 2022. 44 funds tracked by Wall St. Rank hold NDMO as of Q3 2023.

M Holdings Securities reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q3 2023 after selling out during the quarter.
M Holdings Securities sold 10,192 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2023, an estimated $104K.
M Holdings Securities first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2022 and held it in 6 quarters.
M Holdings Securities's Nuveen Dynamic Municipal Opportunities Fund position peaked at $134K in Q1 2022.
44 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2023.

Based on M Holdings Securities's 13F filing for Q3 2023, filed 14 Feb 2024.