NUVEEN DYNAMIC MUN OPPORTUNI's ticker is NDMO and the CUSIP is 67079X102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $144 | -3.4% | 14,666 | 0.0% | 0.06% | +3.2% |
| Q2 2023 | $149 | -3.9% | 14,666 | 0.0% | 0.06% | -10.0% |
| Q1 2023 | $155 | -13.4% | 14,666 | -18.5% | 0.07% | -14.6% |
| Q4 2022 | $179 | -100.0% | 17,999 | -71.0% | 0.08% | -72.6% |
| Q3 2022 | $637,000 | -7.5% | 61,968 | 0.0% | 0.30% | -0.3% |
| Q2 2022 | $689,000 | -21.8% | 61,968 | -7.7% | 0.30% | -8.0% |
| Q1 2022 | $881,000 | -21.2% | 67,167 | 0.0% | 0.33% | -18.3% |
| Q4 2021 | $1,118,000 | -16.5% | 67,167 | -16.2% | 0.40% | -34.7% |
| Q3 2021 | $1,339,000 | +28.8% | 80,108 | +29.9% | 0.61% | +39.8% |
| Q2 2021 | $1,040,000 | +10.8% | 61,667 | +6.0% | 0.44% | +3.3% |
| Q1 2021 | $939,000 | +18.7% | 58,167 | +15.5% | 0.42% | +10.4% |
| Q4 2020 | $791,000 | – | 50,367 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRIMORIS WEALTH ADVISORS, LLC | 30,000 | $294,300 | 0.36% |
| Atomi Financial Group, Inc. | 71,449 | $700,914 | 0.23% |
| MRA Advisory Group | 23,247 | $228,049 | 0.16% |
| REGATTA CAPITAL GROUP, LLC | 49,713 | $487,685 | 0.16% |
| Beacon Bridge Wealth Partners, LLC | 26,220 | $257,217 | 0.14% |
| WEDBUSH SECURITIES INC | 145,984 | $1,432 | 0.07% |
| Hayek Kallen Investment Management | 14,666 | $144 | 0.06% |
| Single Point Partners, LLC | 25,000 | $247 | 0.06% |
| SYKON CAPITAL LLC | 11,250 | $110,363 | 0.05% |
| Fairhaven Wealth Management, LLC | 10,900 | $106,929 | 0.04% |