PRIMORIS WEALTH ADVISORS, LLC
Position in NDMO — Nuveen Dynamic Municipal Opportunities Fund
CIK 1909619
North Palm Beach, FL
Position in NDMO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$568,198
+$6,972 QoQ
Shares Held
54,582
+0.1% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#25
of 65 holders
Holding Since
Dec 2021
19 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, 2026PRIMORIS WEALTH ADVISORS, LLC holds $4,868,850 across 7 Asset Management names. NDMO ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
133,892 | $1,553,147 | |
| 2 | BBN |
BlackRock Taxable Municipal Bond Trust
|
77,237 | $1,248,922 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
72,755 | $922,533 | |
| 4 | NDMO |
Nuveen Dynamic Municipal Opportunities Fund
This page
|
54,582 | $568,198 | |
| 5 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
13,452 | $371,140 | |
| 6 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
16,083 | $133,006 | |
| 7 | USA |
Liberty All Star Equity Fund
|
12,376 | $71,904 |
All Filings in NDMO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,198 | 54,582 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $561,226 | 54,541 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $549,763 | 54,540 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $566,670 | 54,540 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $574,392 | 57,040 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $610,880 | 59,540 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $631,260 | 63,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $700,625 | 62,500 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $664,200 | 61,500 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $577,170 | 53,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $346,850 | 35,000 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $294,300 | 30,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $279,675 | 27,500 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $116,270 | 11,000 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $109,340 | 11,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $113,080 | 11,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $122,320 | 11,000 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $144,210 | 11,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $183,040 | 11,000 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||