Back to MMD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MMD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
10
Latest value
$1.5M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $4M |
| Q4 2025 | $5.3M |
| Q4 2025 | $4.1M |
| Q1 2026 | $5.7M |
| Q1 2026 | $2.8M |
| Q2 2026 | $6.7M |
| Q2 2026 | $3.2M |
| Q3 2026 | $6.8M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 69.1K | — | — |
| Q3 2026 | $6.8M | 295.3K | — | — |
| Q2 2026 | $3.2M | 130.9K | — | — |
| Q2 2026 | $6.7M | 275.9K | — | — |
| Q1 2026 | $2.8M | 117.6K | — | — |
| Q1 2026 | $5.7M | 233.7K | — | — |
| Q4 2025 | $4.1M | 172.2K | — | — |
| Q4 2025 | $5.3M | 217.3K | — | — |
| Q3 2025 | $4M | 165.9K | — | — |
| Q3 2025 | $2.6M | 106.3K | — | — |
Other funds holding MMD
$158.5M
$153.9M
$97.9M
$93.4M
$92.7M
$91M