Single Point Partners’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Single Point Partners’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 Q3	–	Sell	-17,000	Closed	-$184K	–	37
2024 Q2	$184K	Hold	17,000	–	–	0.32%	33
2024 Q1	$186K	Hold	17,000	–	–	0.04%	78
2023 Q4	$168K	Sell	17,000 -8,000	-32%	-$78K	0.04%	75
2023 Q3	$247K	Hold	25,000	–	–	0.06%	65
2023 Q2	$254K	Hold	25,000	–	–	0.35%	52
2023 Q1	$264K	Hold	25,000	–	–	0.06%	127
2022 Q4	$249K	Hold	25,000	–	–	0.06%	126
2022 Q3	$257K	Buy	+25,000	New	+$287K	0.07%	103

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

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

TWP

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Single Point Partners's NDMO Position: Q3 2024 in Review

Single Point Partners sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q3 2024, closing a stake of 17,000 shares — an estimated $184K sold.

Single Point Partners first reported a position in NDMO in Q3 2022 and held it in 8 quarters. The position peaked at $264K in Q1 2023. 63 funds tracked by Wall St. Rank hold NDMO as of Q3 2024.

Single Point Partners reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Single Point Partners sold 17,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2024, an estimated $184K.
Single Point Partners first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2022 and held it in 8 quarters.
Single Point Partners's Nuveen Dynamic Municipal Opportunities Fund position peaked at $264K in Q1 2023.
63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2024.

Based on Single Point Partners's 13F filing for Q3 2024, filed 3 Oct 2024.