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Nuveen Dynamic shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge Wealth Partners investment in Nuveen Dynamic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nuveen Dynamic by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $263k 27k 9.91
2023-09-30 $257k 26k 9.81
2023-06-30 $264k 26k 10.17
2023-03-31 $276k 26k 10.57
2022-12-31 $268k 27k 9.94

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Beacon Bridge Wealth Partners

Top funds holding Nuveen Dynamic

Bank of America Corporation
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Tyche Wealth Partners
Advisor Group Holdings
Wedbush Morgan Securities
Rockefeller Capital Management
Commonwealth Equity Services
Royal Bank of Canada
Regatta Capital Group
Weiss Asset Management LP[1
Stifel Financial
Landscape Capital Management
Logan Stone Capital

View all funds holding Nuveen Dynamic