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Schneider Downs Wealth Management Advisors, LP → MMD
Schneider Downs Wealth Management Advisors, LP MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
10
Latest value
$1.8M
Q3 2026
Peak value
$64.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $54.5M |
| Q3 2025 | $2.6M |
| Q4 2025 | $59M |
| Q4 2025 | $2.7M |
| Q1 2026 | $62.2M |
| Q1 2026 | $2.7M |
| Q2 2026 | $64.8M |
| Q2 2026 | $2.8M |
| Q3 2026 | $60.6M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 82.3K | — | — |
| Q3 2026 | $60.6M | 2.65M | — | — |
| Q2 2026 | $2.8M | 113.9K | — | — |
| Q2 2026 | $64.8M | 2.66M | — | — |
| Q1 2026 | $2.7M | 112.9K | — | — |
| Q1 2026 | $62.2M | 2.58M | — | — |
| Q4 2025 | $2.7M | 110.9K | — | — |
| Q4 2025 | $59M | 2.43M | — | — |
| Q3 2025 | $2.6M | 110.9K | — | — |
| Q3 2025 | $54.5M | 2.24M | — | — |
Other funds holding MMD
$158.5M
$153.9M
$97.9M
$93.4M
$92.7M
$91M