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Nuveen Dynamic shares owned by Fairhaven Wealth Management

Quarter-by-quarter ownership of Nuveen Dynamic (NDMO) shares owned by Fairhaven Wealth Management from 13F filings

Historical chart of Fairhaven Wealth Management investment in Nuveen Dynamic

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All positions including Nuveen Dynamic held by Fairhaven Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Dynamic by Fairhaven Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $340k 31k 10.89
2023-12-31 $108k 11k 9.91
2023-09-30 $107k 11k 9.81
2023-06-30 $111k 11k 10.17
2022-12-31 $108k 11k 9.94

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Top funds holding Nuveen Dynamic

Morgan Stanley
Wells Fargo & Company
UBS Group
Bank of America Corporation
Van Eck Associates Corp.
Tyche Wealth Partners
Royal Bank of Canada
Wedbush Morgan Securities
Rockefeller Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Regatta Capital Group
Stifel Financial
Ameriprise Financial
LM Advisors

View all funds holding Nuveen Dynamic