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Orgel Wealth Management, LLC → MMD
Orgel Wealth Management, LLC MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
2
Latest value
$158.5M
Q1 2026
Peak value
$158.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $153.9M |
| Q1 2026 | $158.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q1 2026 | $158.5M | 6.58M | — | — |
| Q4 2025 | $153.9M | 6.33M | — | — |
Other funds holding MMD
$97.9M
$93.4M
$92.7M
$91M