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Nuveen Dynamic shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of Nuveen Dynamic (NDMO) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in Nuveen Dynamic

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Dynamic held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Dynamic by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $157k 14k 11.21
2024-06-30 $151k 14k 10.79
2024-03-31 $152k 14k 10.86
2023-12-31 $139k 14k 9.93

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

Top funds holding Nuveen Dynamic

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Van Eck Associates Corp.
Tyche Wealth Partners
Commonwealth Equity Services
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Sanctuary Advisors
LPL Financial
Wedbush Morgan Securities
NCP
Regatta Capital Group
HighTower Advisors
Stifel Financial

View all funds holding Nuveen Dynamic