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Golden State Wealth Management, LLC → MMD

Golden State Wealth Management, LLC MMD Position History

NYLI MacKay DefinedTerm Muni Opportunities Fund

Quarters held
10
Latest value
$1.6M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.9M
Q3 2025$1.6M
Q4 2025$1.9M
Q4 2025$1.6M
Q1 2026$1.9M
Q1 2026$1.6M
Q2 2026$1.9M
Q2 2026$1.8M
Q3 2026$1.7M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M71.6K——
Q3 2026$1.7M73.9K——
Q2 2026$1.8M74.4K——
Q2 2026$1.9M79.0K——
Q1 2026$1.6M67.6K——
Q1 2026$1.9M79.9K——
Q4 2025$1.6M66.9K——
Q4 2025$1.9M79.2K——
Q3 2025$1.6M67.1K——
Q3 2025$1.9M78.2K——

Other funds holding MMD

Other Golden State Wealth Management, LLC positions

ETHA

ISHARES CORE

$82.2M
ETHA

ISHARES CORE

$79.1M
ETHA

ISHARES CORE

$67.5M
ETHA

ISHARES CORE

$65.3M
ETHA

ISHARES CORE

$64.7M
SPY

STATE STREET

$54.6M
SPY

SPDR S&P

$53.7M
SPY

SPDR S&P

$53.4M
Golden State Wealth Management, LLC MMD Holdings: 13F Position History | Track13F