Smallwood Wealth Investment Management, LLC Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 745 shares of MMD stock, worth $10,981. This represents 0.01% of its overall portfolio holdings.
Number of Shares
745Holding current value
$10,981% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding MMD
# of Institutions
74Shares Held
4.76MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY568KShares$8.38 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL393KShares$5.8 Million0.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.360KShares$5.31 Million0.25% of portfolio
-
Bank Of America Corp Charlotte, NC313KShares$4.61 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA300KShares$4.42 Million0.0% 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...