EverSource Wealth Advisors »

Nuveen Dynamic shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Nuveen Dynamic

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Dynamic held by EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $78k 7.5k 10.39
2025-06-30 $45k 4.5k 10.07
2025-03-31 $46k 4.5k 10.26
2024-12-31 $45k 4.5k 10.02
2024-09-30 $50k 4.5k 11.21
2024-06-30 $43k 4.0k 10.82

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Nuveen Dynamic

Morgan Stanley
Wells Fargo & Company
Guggenheim Capital, LLC Managers
UBS Group
Van Eck Associates Corp.
Tyche Wealth Partners
HighTower Advisors
Royal Bank of Canada
LPL Financial
NCP
Commonwealth Equity Services
Regatta Capital Group
Cetera Investment Advisers
Stifel Financial
Intl Fcstone

View all funds holding Nuveen Dynamic