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Narus Financial Partners, LLC → MMD
Narus Financial Partners, LLC MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
6
Latest value
$982K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $603K |
| Q3 2025 | $973K |
| Q4 2025 | $974K |
| Q1 2026 | $965K |
| Q2 2026 | $1M |
| Q3 2026 | $982K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $982K | 42.9K | — | — |
| Q2 2026 | $1M | 42.9K | — | — |
| Q1 2026 | $965K | 40.0K | — | — |
| Q4 2025 | $974K | 40.0K | — | — |
| Q3 2025 | $973K | 40.0K | — | — |
| Q3 2025 | $603K | 24.8K | — | — |
Other funds holding MMD
$158.5M
$153.9M
$97.9M
$93.4M
$92.7M
$91M