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Nuveen Dynamic shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Nuveen Dynamic (NDMO) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Nuveen Dynamic

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All positions including Nuveen Dynamic held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Dynamic by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 121k 10.29

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Top funds holding Nuveen Dynamic

Morgan Stanley
Guggenheim Capital, LLC Managers
Wells Fargo & Company
UBS Group
Bank of America Corporation
Stephens
Van Eck Associates Corp.
Royal Bank of Canada
LPL Financial
Tyche Wealth Partners
HighTower Advisors
Advisor Group Holdings
Independent Advisor Alliance
Wiley Bros.-aintree Capital
Commonwealth Equity Services

View all funds holding Nuveen Dynamic