Allworth Financial LP
Position in NDMO — Nuveen Dynamic Municipal Opportunities Fund
CIK 1555170
FOLSOM, CA
Position in NDMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$183,216
+$5,344 QoQ
Shares Held
17,600
+1.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 65 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $52,287,791 across 253 Asset Management names. NDMO ranks #63 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
35,067 | $4,126,333 | |
| 2 | BLK |
BlackRock, Inc.
|
3,445 | $3,312,574 | |
| 3 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
88,002 | $1,730,119 | |
| 4 | IVZ |
Invesco Ltd.
|
65,251 | $1,721,973 | |
| 5 | AMP |
Ameriprise Financial Inc
|
3,349 | $1,536,387 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
117,152 | $1,419,882 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
41,186 | $1,417,622 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
130,473 | $1,279,940 |
All Filings in NDMO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,216 | 17,600 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $177,872 | 17,286 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $172,206 | 17,084 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $173,346 | 16,684 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $164,896 | 16,375 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $58,599 | 5,762 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $59,857 | 5,663 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $55,524 | 5,586 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $55,738 | 5,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,125 | 5,317 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $68,421 | 5,219 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $85,962 | 5,166 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $81,088 | 5,068 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $84,350 | 5,000 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||