Beacon Bridge Wealth Partners, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Nuveen Dynamic Municipal Opportunities Fund stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 10,534 shares of NDMO stock, worth $111,449. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,534

Previous 14,750 28.58%

Holding current value

$111,449

Previous $165 Million 36.16%

% of portfolio

0.04%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$9.94 - $11.39 $41,907 - $48,020	-4,216 Reduced 28.58%	10,534 $106 Million
Q3 2024 Nov 12, 2024	BUY	$10.65 - $11.21 $2,300 - $2,421	216 Added 1.49%	14,750 $165 Million
Q2 2024 Aug 02, 2024	SELL	$10.52 - $11.05 $64,508 - $67,758	-6,132 Reduced 29.67%	14,534 $157 Million
Q1 2024 May 03, 2024	SELL	$9.93 - $11.13 $58,547 - $65,622	-5,896 Reduced 22.2%	20,666 $225 Million
Q4 2023 Feb 09, 2024	BUY	$9.08 - $10.12 $3,105 - $3,461	342 Added 1.3%	26,562 $263 Million
Q3 2023 Nov 14, 2023	BUY	$9.48 - $11.01 $2,635 - $3,060	278 Added 1.07%	26,220 $257 Million
Q2 2023 Aug 08, 2023	SELL	$10.03 - $11.18 $1,344 - $1,498	-134 Reduced 0.51%	25,942 $264 Million
Q1 2023 May 08, 2023	SELL	$10.21 - $12.22 $8,617 - $10,313	-844 Reduced 3.14%	26,076 $276 Million
Q4 2022 Feb 10, 2023	BUY	$9.35 - $11.04 $251,702 - $297,196	26,920 New	26,920 $268 Million

Others Institutions Holding NDMO

# of Institutions

Shares Held

7.93M

Call Options Held

Put Options Held

View Full List

About Nuveen Dynamic Municipal Opportunities Fund

Ticker NDMO
Exchange NYSE
Sector ETFs
Industry ETFs

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Beacon Bridge Wealth Partners, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History