Raymond James Financial Services Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Raymond James Financial Services 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 Q2	–	Sell	-10,386	Closed	-$113K	–	3481
2024 Q1	$113K	Hold	10,386	–	–	﹤0.01%	3206
2023 Q4	$103K	Sell	10,386 -11,305	-52%	-$110K	﹤0.01%	3125
2023 Q3	$213K	Buy	21,691 +2,886	+15%	+$30K	﹤0.01%	2896
2023 Q2	$191K	Buy	18,805 +7,500	+66%	+$78.8K	﹤0.01%	2945
2023 Q1	$119K	Sell	11,305 -1,995	-15%	-$22.2K	﹤0.01%	3028
2022 Q4	$132K	Buy	+13,300	New	+$135K	﹤0.01%	2967

Other funds holding NDMO

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

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

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

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

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James Financial Services Advisors's NDMO Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2024, closing a stake of 10,386 shares — an estimated $113K sold.

Raymond James Financial Services Advisors first reported a position in NDMO in Q4 2022 and held it in 6 quarters. The position peaked at $213K in Q3 2023. 59 funds tracked by Wall St. Rank hold NDMO as of Q2 2024.

Raymond James Financial Services Advisors reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 10,386 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2024, an estimated $113K.
Raymond James Financial Services Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and held it in 6 quarters.
Raymond James Financial Services Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $213K in Q3 2023.
59 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.