Morris Retirement Advisors, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History

Morris Retirement Advisors, LLC

$184 Million
Q1 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Nuveen Dynamic Municipal Opportunities Fund stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 13,193 shares of NDMO stock, worth $124,541. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,193

Previous 19,943 33.85%

Holding current value

$124,541

Previous $199,000 32.66%

% of portfolio

0.07%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$10.1 - $10.61 $68,175 - $71,617	-6,750 Reduced 33.85%	13,193 $134,000
Q4 2024 Jan 13, 2025	SELL	$9.94 - $11.39 $77,810 - $89,160	-7,828 Reduced 28.19%	19,943 $199,000
Q3 2024 Oct 03, 2024	BUY	$10.65 - $11.21 $1,214 - $1,277	114 Added 0.41%	27,771 $311,000
Q2 2024 Aug 06, 2024	BUY	$10.52 - $11.05 $2,661 - $2,795	253 Added 0.92%	27,657 $298,000
Q1 2024 May 03, 2024	BUY	$9.93 - $11.13 $30,207 - $33,857	3,042 Added 12.49%	27,404 $298,000
Q4 2023 Feb 12, 2024	BUY	$9.08 - $10.12 $10,124 - $11,283	1,115 Added 4.8%	24,362 $241,000
Q3 2023 Nov 08, 2023	BUY	$9.48 - $11.01 $21,576 - $25,058	2,276 Added 10.85%	23,247 $228,000
Q2 2023 Jul 17, 2023	BUY	$10.03 - $11.18 $42,426 - $47,291	4,230 Added 25.27%	20,971 $213,000
Q1 2023 Apr 13, 2023	BUY	$10.21 - $12.22 $170,925 - $204,575	16,741 New	16,741 $176,000

Others Institutions Holding NDMO

# of Institutions

Shares Held

9.52M

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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Morris Retirement Advisors, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History