EverSource Wealth Advisors, LLC

Position in NDMO — Nuveen Dynamic Municipal Opportunities Fund

CIK 1710537 BIRMINGHAM, AL

Position in NDMO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$78,075

+$900 QoQ

Shares Held

7,500

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#56

of 65 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. NDMO ranks #48 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	254,392	$30,097,113
2	KKR	KKR & Co. Inc.	108,313	$9,940,961
3	BX	Blackstone Inc.	63,714	$7,497,219
4	PSLV	Sprott Physical Silver Trust	167,767	$3,165,763
5	PHYS	Sprott Physical Gold Trust	82,485	$2,488,572
6	CEF	Sprott Physical Gold & Silver Trust	29,499	$1,186,744
7	BLK	BlackRock, Inc.	1,156	$1,111,559
8	AMP	Ameriprise Financial Inc	1,713	$785,851

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,075	7,500	0.0%	Shares	Sole	2026-07-24
2026-03-31	$77,175	7,500	0.0%	Shares	Sole	2026-05-18
2025-12-31	$75,600	7,500	0.0%	Shares	Sole	2026-02-06
2025-09-30	$77,925	7,500	+66.7%	Shares	Sole	2025-11-10
2025-06-30	$45,315	4,500	0.0%	Shares	Sole	2025-08-13
2025-03-31	$46,170	4,500	0.0%	Shares	Sole	2025-05-13
2024-12-31	$45,090	4,500	0.0%	Shares	Sole	2025-02-10
2024-09-30	$50,445	4,500	+12.5%	Shares	Sole	2024-11-08
2024-06-30	$43,200	4,000	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.