Number of Shares
61,706.00
Current Holdings Value*
$633,110.00
% of Portfolio
0.72%
Total Estimate Gain
$-41,607.38
% of Total Estimate Gain
-6.32%

Blake Schutter Theil Wealth Advisors, LLC's Nuveen Dynamic Municipal Opportunities Holding Summary

As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 61,706.00 shares of Nuveen Dynamic Municipal Opportunities(NDMO), totaling $633,110.00. This investment constitutes 0.72% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0.1% of the outstanding Nuveen Dynamic Municipal Opportunities(NDMO) stock.

The initial trade took place in 2024Q3. And since then Blake Schutter Theil Wealth Advisors, LLC has made 1 purchases of NDMO, at an average price of $10.67, for a total of 61,706.00 shares. Based on historical transaction data and NDMO's current price of $10.00, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his NDMO holdings is $-41,607.38, reflecting a -6.32% gain to date.

Blake Schutter Theil Wealth Advisors, LLC NDMO ($10.00) Holding Chart

Blake Schutter Theil Wealth Advisors, LLC NDMO ($10.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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