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Von Berge Wealth Management Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Von Berge Wealth Management Group’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-98,530
Closed -$968K – 71
2023
Q4 		$968K Buy
+98,530
New +$920K 0.74% 31

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GC
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Von Berge Wealth Management Group's NMZ Position: Q1 2024 in Review

Von Berge Wealth Management Group sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2024, closing a stake of 98,530 shares — an estimated $968K sold.

Von Berge Wealth Management Group first reported a position in NMZ in Q4 2023 and held it in 1 quarter. The position peaked at $968K in Q4 2023. 118 funds tracked by Wall St. Rank hold NMZ as of Q1 2024.

  • Von Berge Wealth Management Group reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 98,530 Nuveen Municipal High Income Opportunity Fund shares in Q1 2024, an estimated $968K.
  • Von Berge Wealth Management Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and held it in 1 quarter.
  • Von Berge Wealth Management Group's Nuveen Municipal High Income Opportunity Fund position peaked at $968K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q1 2024, filed 12 Apr 2024.