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Plante Moran Financial Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Plante Moran Financial 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
2024
Q1 		– Sell
-1,000
Closed -$9.91K – 903
2023
Q4 		$9.91K Buy
+1,000
New +$9.75K ﹤0.01% 557

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Bank of America
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VanEck Associates
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TWP
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Royal Bank of Canada
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plante Moran Financial Advisors's NDMO Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2024, closing a stake of 1,000 shares — an estimated $9.91K sold.

Plante Moran Financial Advisors first reported a position in NDMO in Q4 2023 and held it in 1 quarter. The position peaked at $9.91K in Q4 2023. 57 funds tracked by Wall St. Rank hold NDMO as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2024, an estimated $9.91K.
  • Plante Moran Financial Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $9.91K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.