1776 Wealth LLC Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History

1776 Wealth LLC

$209 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$20.36 - $21.8 $105,872 - $113,360	-5,200 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$20.44 - $21.4 $106,288 - $111,279	5,200 New	5,200 $109,000

Others Institutions Holding MMD

# of Institutions

74

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

568K
Shares

$8.38 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

393K
Shares

$5.8 Million
0.0% of portfolio
Hennion & Walsh Asset Management, Inc.

360K
Shares

$5.31 Million
0.25% of portfolio
Bank Of America Corp Charlotte, NC

313K
Shares

$4.61 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

300K
Shares

$4.42 Million
0.0% of portfolio

About MainStay MacKay DefinedTerm Municipal Opportunities Fund

Ticker MMD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MainStay DefinedTerm Municipal Opportunities Fund is a closed-ended fixed income mutual fund launched and managed by New York Life Investment Management LLC. The fund is co-managed by MacKay Shields LLC. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds which are exempt fr...

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