NUVEEN DYNAMIC MUN OPPORTUNI
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| NCP Inc. | 97,963 | 144,003 | +46,040 | 0.93 | 1.11 | +0.18 | buy |
| StoneX Group Inc. | 87,877 | 96,550 | +8,673 | 0.04 | 0.04 | +0.00 | buy |
| Tyche Wealth Partners LLC | 292,183 | 295,568 | +3,385 | 0.59 | 0.54 | -0.05 | buy |
| Savvy Advisors, Inc. | 13,962 | 14,962 | +1,000 | 0.01 | 0.01 | -0.00 | buy |
| Patriot Financial Group Insurance Agency, LLC | 21,797 | 22,362 | +565 | 0.03 | 0.03 | +0.00 | buy |
| MPWM ADVISORY SOLUTIONS, LLC | 14,947 | 15,217 | +270 | 0.10 | 0.09 | -0.00 | buy |
| MRA Advisory Group | 13,403 | 13,637 | +234 | 0.06 | 0.06 | -0.00 | buy |
| SMITH, MOORE & CO. | 14,309 | 13,916 | -393 | 0.01 | 0.01 | -0.00 | sell |
| PRIMORIS WEALTH ADVISORS, LLC | 57,040 | 54,540 | -2,500 | 0.39 | 0.36 | -0.03 | sell |
| COHEN & STEERS, INC. | 59,000 | 40,000 | -19,000 | 0.00 | 0.00 | -0.00 | sell |
| Congress Park Capital LLC | 120,000 | 50,000 | -70,000 | 0.40 | 0.16 | -0.23 | sell |