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Nuveen Dynamic shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management investment in Nuveen Dynamic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nuveen Dynamic by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $153k 14k 10.89

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Quality Fund (MQY)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
BlackRock MuniHoldings Fund (MHD)
General Electric Com New (GE)
Nuveen Insd Dividend Advantage (NVG)

View all positions for Melfa Wealth Management

Top funds holding Nuveen Dynamic

Bank of America Corporation
UBS Group
Wells Fargo & Company
Van Eck Associates Corp.
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