Primoris Wealth Advisors, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Nuveen Dynamic Municipal Opportunities Fund stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 62,500 shares of NDMO stock, worth $642,500. This represents 0.5% of its overall portfolio holdings.
Number of Shares
62,500
Previous 61,500
1.63%
Holding current value
$642,500
Previous $664,000
5.42%
% of portfolio
0.5%
Previous 0.53%
Shares
7 transactions
Others Institutions Holding NDMO
# of Institutions
64Shares Held
7.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.73MShares$17.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.1MShares$11.3 Million0.0% of portfolio
-
Ubs Group Ag644KShares$6.62 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC547KShares$5.62 Million0.0% of portfolio
-
Van Eck Associates Corp295KShares$3.04 Million0.0% of portfolio
About Nuveen Dynamic Municipal Opportunities Fund
- Ticker NDMO
- Exchange NYSE
- Sector ETFs
- Industry ETFs