Back to MMD

Avior Wealth Management, LLC → MMD

Avior Wealth Management, LLC MMD Position History

NYLI MacKay DefinedTerm Muni Opportunities Fund

Quarters held
3
Latest value
$17M
Q3 2026
Peak value
$17M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$5.8M
Q2 2026$9.1M
Q3 2026$17M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17M744.4K——
Q2 2026$9.1M372.1K——
Q1 2026$5.8M242.5K——

Other funds holding MMD

Other Avior Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$255.1M
VGES

VANGUARD INDEX FDS

$237.6M
VGES

VANGUARD INDEX FDS

$218.2M
VGES

VANGUARD INDEX FDS

$211.3M
VGES

VANGUARD INDEX FDS

$189.9M
ETHA

ISHARES TR

$163.2M
ETHA

ISHARES TR

$160.9M
ETHA

ISHARES TR

$133.3M