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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

NDMO holding history

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

NDMO overviewAll 13F holders of NDMOFull Q2 2026 holdings

Shares (Q2 2026)
54,582
Value
$568.2K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of NDMO by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,582$568.2K0.3%+41+0.1%AddedHolders
Q1 202654,541$561.2K0.4%+10.0%AddedHolders
Q4 202554,540$549.8K0.3%00.0%UnchangedHolders
Q3 202554,540$566.7K0.4%−2,500−4.4%ReducedHolders
Q2 202557,040$574.4K0.4%−2,500−4.2%ReducedHolders
Q1 202559,540$610.9K0.5%−3,460−5.5%ReducedHolders
Q4 202463,000$631.3K0.5%+500+0.8%AddedHolders
Q3 202462,500$695.0K0.5%+1,000+1.6%AddedHolders
Q2 202461,500$664.2K0.5%+8,500+16.0%AddedHolders
Q1 202453,000$577.2K0.5%+18,000+51.4%AddedHolders
Q4 202335,000$346.9K0.3%+5,000+16.7%AddedHolders
Q3 202330,000$294.3K0.4%+2,500+9.1%AddedHolders
Q2 202327,500$279.7K0.3%+16,500+150.0%AddedHolders
Q1 202311,000$116.3K0.1%00.0%UnchangedHolders
Q4 202211,000$109.3K0.2%00.0%UnchangedHolders
Q3 202211,000$113.0K0.2%00.0%UnchangedHolders
Q2 202211,000$122.0K0.2%00.0%UnchangedHolders
Q1 202211,000$144.0K0.1%00.0%UnchangedHolders
Q4 202111,000$183.0K0.1%–No prior filingHolders