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RTD Financial Advisors, Inc. → MMD
RTD Financial Advisors, Inc. MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
5
Latest value
$9.8M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.9M |
| Q4 2025 | $11.8M |
| Q1 2026 | $11.9M |
| Q2 2026 | $12.7M |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 441.0K | — | — |
| Q2 2026 | $12.7M | 524.9K | — | — |
| Q1 2026 | $11.9M | 501.9K | — | — |
| Q4 2025 | $11.8M | 493.1K | — | — |
| Q3 2025 | $11.9M | 498.6K | — | — |
Other funds holding MMD
$158.5M
$153.9M
$97.9M
$93.4M
$92.7M
$91M