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

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025

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 54,540 shares of NDMO stock, worth $579,760. This represents 0.38% of its overall portfolio holdings.

Number of Shares
54,540
Previous 57,040 4.38%
Holding current value
$579,760
Previous $574,000 1.39%
% of portfolio
0.38%
Previous 0.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$9.6 - $10.5 $24,000 - $26,250
-2,500 Reduced 4.38%
54,540 $566,000
Q2 2025

Jul 29, 2025
SELL
$9.43 - $10.29 $23,575 - $25,724
-2,500 Reduced 4.2%
57,040 $574,000
Q1 2025

Apr 24, 2025
SELL
$10.1 - $10.61 $34,946 - $36,710
-3,460 Reduced 5.49%
59,540 $610,000
Q4 2024

Feb 13, 2025
BUY
$9.94 - $11.39 $4,970 - $5,695
500 Added 0.8%
63,000 $631,000
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
76
Shares Held
9M
Call Options Held
0
Put Options Held
0
View Full List

About Nuveen Dynamic Municipal Opportunities Fund

NDMO Quotes by TradingView
  • Ticker NDMO
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about NDMO
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