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

WMG 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
2025
Q1 		– Sell
-11,050
Closed -$111K – 179
2024
Q4 		$111K Sell
11,050
-7,600
-41% -$81.4K 0.05% 168
2024
Q3 		$209K Buy
18,650
+1,000
+6% +$10.9K 0.09% 159
2024
Q2 		$191K Buy
+17,650
New +$191K 0.1% 146

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WMG Financial Advisors's NDMO Position: Q1 2025 in Review

WMG Financial Advisors sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2025, closing a stake of 11,050 shares — an estimated $111K sold.

WMG Financial Advisors first reported a position in NDMO in Q2 2024 and held it in 3 quarters. The position peaked at $209K in Q3 2024. 79 funds tracked by Wall St. Rank hold NDMO as of Q1 2025.

  • WMG Financial Advisors reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 11,050 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2025, an estimated $111K.
  • WMG Financial Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2024 and held it in 3 quarters.
  • WMG Financial Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $209K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2025.

Based on WMG Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.