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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
PeriodPosition 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

QuarterValueShares% PortfolioChange
Q3 2026$1.5M69.1K——
Q3 2026$6.8M295.3K——
Q2 2026$3.2M130.9K——
Q2 2026$6.7M275.9K——
Q1 2026$2.8M117.6K——
Q1 2026$5.7M233.7K——
Q4 2025$4.1M172.2K——
Q4 2025$5.3M217.3K——
Q3 2025$4M165.9K——
Q3 2025$2.6M106.3K——

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