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Smith & Howard Wealth Management, LLC → MMD

Smith & Howard Wealth Management, LLC MMD Position History

NYLI MacKay DefinedTerm Muni Opportunities Fund

Quarters held
2
Latest value
$21.4M
Q3 2026
Peak value
$21.4M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$2.1M
Q3 2026$21.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21.4M937.0K——
Q2 2026$2.1M84.9K——

Other funds holding MMD

Other Smith & Howard Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$58.9M
VGES

VANGUARD INDEX FDS

$58.8M
VGES

VANGUARD INDEX FDS

$55.1M
VGES

VANGUARD INDEX FDS

$53.5M
VGES

VANGUARD INDEX FDS

$51.2M
ETHA

ISHARES TR

$41.1M
ETHA

ISHARES TR

$40.7M
ETHA

ISHARES TR

$37.4M