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

Melfa 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
2026
Q1 		$149K Hold
14,528
– – 0.09% 178
2025
Q4 		$146K Hold
14,528
– – 0.08% 187
2025
Q3 		$151K Hold
14,528
– – 0.09% 184
2025
Q2 		$146K Buy
14,528
+4,500
+45% +$44.8K 0.09% 186
2025
Q1 		$103K Hold
10,028
– – 0.07% 193
2024
Q4 		$100K Hold
10,028
– – 0.07% 194
2024
Q3 		$112K Sell
10,028
-4,000
-29% -$43.6K 0.07% 192
2024
Q2 		$152K Buy
14,028
+28
+0.2% +$303 0.11% 177
2024
Q1 		$152K Buy
+14,000
New +$148K 0.11% 170

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