| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Nuveen Dynamic Municipal Opportunities Fund | – | -0.71 | 1.12 | 0.11 | 914.30 mm | 397 | Jul 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 36 |
| Opened positions | 9 |
| Closed positions | 27 |
| Increased positions | 8 |
| Reduced positions | 6 |
| 13F shares | Current |
|---|---|
| Total value | 36.63 bn |
| Total shares | 3.96 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| MS Morgan Stanley | 1.69 mm | $18.30 bn |
| BAC Bank of America | 540.60 k | $5.84 bn |
| Tyche Wealth Partners | 269.72 k | $2.91 bn |
| Van Eck Associates | 259.12 k | $2.80 mm |
| Commonwealth Equity Services | 217.42 k | $2.35 mm |
| RY Royal Bank of Canada | 167.29 k | $1.81 bn |
| Sanctuary Advisors | 163.13 k | $1.73 bn |
| NCP | 103.30 k | $1.12 bn |
| AMP Ameriprise Financial | 73.59 k | $794.76 mm |
| Primoris Wealth Advisors | 61.50 k | $664.20 mm |
