Primoris Wealth Advisors, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q1 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 53,000 shares of NDMO stock, worth $572,400. This represents 0.46% of its overall portfolio holdings.
Number of Shares
53,000
Previous 35,000
51.43%
Holding current value
$572,400
Previous $346,000
66.76%
% of portfolio
0.46%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding NDMO
# of Institutions
55Shares Held
5.88MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.78MShares$19.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA748KShares$8.08 Million0.0% of portfolio
-
Ubs Group Ag618KShares$6.67 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC526KShares$5.68 Million0.0% of portfolio
-
Van Eck Associates Corp302KShares$3.26 Million0.01% of portfolio
About Nuveen Dynamic Municipal Opportunities Fund
- Ticker NDMO
- Exchange NYSE
- Sector ETFs
- Industry ETFs