New Edge Wealth, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Nuveen Dynamic Municipal Opportunities Fund stock. As of the latest transaction made, New Edge Wealth, LLC holds 12,095 shares of NDMO stock, worth $126,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,095

Previous 31,978 62.18%

Holding current value

$126,392

Previous $358,000 66.2%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$9.94 - $11.39 $197,637 - $226,467	-19,883 Reduced 62.18%	12,095 $121,000
Q3 2024 Nov 12, 2024	BUY	$10.65 - $11.21 $905 - $952	85 Added 0.27%	31,978 $358,000
Q2 2024 Aug 01, 2024	SELL	$10.52 - $11.05 $22,849 - $24,000	-2,172 Reduced 6.38%	31,893 $344,000
Q1 2024 May 06, 2024	SELL	$9.93 - $11.13 $13,782 - $15,448	-1,388 Reduced 3.92%	34,065 $370,000
Q4 2023 Jan 29, 2024	SELL	$9.08 - $10.12 $22,345 - $24,905	-2,461 Reduced 6.49%	35,453 $351,000
Q3 2023 Nov 08, 2023	BUY	$9.48 - $11.01 $767 - $891	81 Added 0.21%	37,914 $371,000
Q2 2023 Aug 09, 2023	BUY	$10.03 - $11.18 $812 - $905	81 Added 0.21%	37,833 $384,000
Q1 2023 May 08, 2023	BUY	$10.21 - $12.22 $612 - $733	60 Added 0.16%	37,752 $399,000
Q4 2022 Feb 14, 2023	BUY	$9.35 - $11.04 $37,325 - $44,071	3,992 Added 11.85%	37,692 $374,000
Q3 2022 Nov 14, 2022	BUY	$10.28 - $12.56 $346,436 - $423,272	33,700 New	33,700 $346,000

Others Institutions Holding NDMO

# of Institutions

Shares Held

9.45M

Call Options Held

Put Options Held

View Full List

About Nuveen Dynamic Municipal Opportunities Fund

Ticker NDMO
Exchange NYSE
Sector ETFs
Industry ETFs

More about NDMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Account

New Edge Wealth, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History