Back to MMD
Evergreen Private Wealth LLC → MMD
Evergreen Private Wealth LLC MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
4
Latest value
$3.6M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q1 2026 | $1.9M |
| Q2 2026 | $3.8M |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 155.9K | — | — |
| Q2 2026 | $3.8M | 157.6K | — | — |
| Q1 2026 | $1.9M | 77.7K | — | — |
| Q4 2025 | $1.8M | 74.1K | — | — |
Other funds holding MMD
$158.5M
$153.9M
$97.9M
$93.4M
$92.7M
$91M
Other Evergreen Private Wealth LLC positions
AMAT
$25.7MAPPLIED MATERIALS INC COM USD0.01
AMAT
$16.3MAPPLIED MATERIALS INC COM USD0.01
AMAT
$13.1MAPPLIED MATERIALS INC COM USD0.01
GOOGN
$11.3MALPHABET INC CAP STK CL A
STT-PG
$10.9MSPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF
GOOGN
$10.8MALPHABET INC CAP STK CL A
AMAT
$10.7MAPPLIED MATERIALS INC COM USD0.01
STT-PG
$10.7MSPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF