Patriot Financial Group Insurance Agency’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$219K	Buy	21,797 +1,757	+9%	+$17.7K	0.03%	473
2025 Q1	$206K	Buy	20,040 +3,362	+20%	+$34.5K	0.03%	450
2024 Q4	$167K	Buy	+16,678	New	+$167K	0.02%	451