Morris Retirement Advisors »

Nuveen Dynamic shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of Nuveen Dynamic (NDMO) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in Nuveen Dynamic

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Dynamic held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen Dynamic by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $298k 27k 10.89
2023-12-31 $241k 24k 9.91
2023-09-30 $228k 23k 9.81
2023-06-30 $213k 21k 10.17
2023-03-31 $177k 17k 10.57

More positions owned by Morris Retirement Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Us Aer Def Etf (ITA)
Apple (AAPL)
Amazon (AMZN)

View all positions for Morris Retirement Advisors

Top funds holding Nuveen Dynamic

Wells Fargo & Company
UBS Group
Bank of America Corporation
Van Eck Associates Corp.
Tyche Wealth Partners
Wedbush Morgan Securities
Rockefeller Capital Management
Commonwealth Equity Services
Royal Bank of Canada
Advisor Group Holdings
Regatta Capital Group
Stifel Financial
Logan Stone Capital
LM Advisors
Atomi Financial Group

View all funds holding Nuveen Dynamic