Green Ridge Wealth Planning LLC
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 2117069
MONTVILLE, NJ
Position in NMZ
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$124,759
-$22,417 QoQ
Shares Held
13,924
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#7
of 8 holders
Holding Since
Jun 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NMZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Sep 30, 2026Green Ridge Wealth Planning LLC holds $509,789 across 4 Asset Management names. NMZ ranks #3 (24.5% of the industry book) .
All Filings in NMZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $124,759 | 13,924 | Shares | Sole | 2026-10-08 | |
| 2026-06-30 | $147,176 | 13,924 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||