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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

NMZ holding history

Nuveen Municipal High Income Opportunity Fund in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NMZ overviewAll 13F holders of NMZFull Q4 2024 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of NMZ by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−11,999−100.0%Sold outHolders
Q3 202311,999$111.4K<0.1%00.0%UnchangedHolders
Q2 202311,999$126.8K<0.1%00.0%UnchangedHolders
Q1 202311,999$129.6K<0.1%00.0%UnchangedHolders
Q4 202211,999$124.1K<0.1%00.0%UnchangedHolders
Q3 202211,999$123.0K<0.1%00.0%UnchangedHolders
Q2 202211,999$140.0K<0.1%00.0%UnchangedHolders
Q1 202211,999$156.0K<0.1%00.0%UnchangedHolders
Q4 202111,999$181.0K<0.1%00.0%UnchangedHolders
Q3 202111,999$177.0K<0.1%00.0%UnchangedHolders
Q2 202111,999$185.0K<0.1%00.0%UnchangedHolders
Q1 202111,999$173.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.