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 $641,875. This represents 0.5% of its overall portfolio holdings.

Number of Shares

62,500

Previous 61,500 1.63%

Holding current value

$641,875

Previous $664,000 5.42%

% of portfolio

0.5%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$10.65 - $11.21 $10,650 - $11,210	1,000 Added 1.63%	62,500 $700,000
Q2 2024 Aug 01, 2024	BUY	$10.52 - $11.05 $89,420 - $93,925	8,500 Added 16.04%	61,500 $664,000
Q1 2024 May 07, 2024	BUY	$9.93 - $11.13 $178,740 - $200,340	18,000 Added 51.43%	53,000 $577,000
Q4 2023 Feb 15, 2024	BUY	$9.08 - $10.12 $45,400 - $50,599	5,000 Added 16.67%	35,000 $346,000
Q3 2023 Oct 31, 2023	BUY	$9.48 - $11.01 $23,700 - $27,525	2,500 Added 9.09%	30,000 $294,000
Q2 2023 Aug 03, 2023	BUY	$10.03 - $11.18 $165,495 - $184,470	16,500 Added 150.0%	27,500 $279,000
Q4 2021 Feb 08, 2022	BUY	$15.32 - $16.64 $168,520 - $183,040	11,000 New	11,000 $183,000

Others Institutions Holding NDMO

# of Institutions

Shares Held

7.22M

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

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Primoris Wealth Advisors, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History