Summit Financial Wealth Advisors, LLC Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History
Summit Financial Wealth Advisors, LLC
- $441 Million
- Q1 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 51,996 shares of MMD stock, worth $853,254. This represents 0.19% of its overall portfolio holdings.
Number of Shares
51,996
Previous 56,688
8.28%
Holding current value
$853,254
Previous $921,000
7.71%
% of portfolio
0.19%
Previous 0.24%
Shares
27 transactions
Others Institutions Holding MMD
# of Institutions
77Shares Held
6.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC904KShares$14.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY872KShares$14.3 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN714KShares$11.7 Million0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL279KShares$4.59 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA268KShares$4.4 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...