Back to MMD
Concurrent Investment Advisors, LLC → MMD
Concurrent Investment Advisors, LLC MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
3
Latest value
$10M
Q3 2026
Peak value
$10M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $8.7M |
| Q2 2026 | $26K |
| Q3 2026 | $10M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10M | 437.8K | — | — |
| Q2 2026 | $26K | 1.1K | — | — |
| Q2 2026 | $8.7M | 357.0K | — | — |
Other funds holding MMD
$158.5M
$153.9M
$97.9M
$93.4M
$92.7M
$91M