Avidian Wealth Enterprises’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Avidian Wealth Enterprises’s Portfolio RMM Stock Details RMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-24,000	Closed	-$339K	–	597
2025 Q3	$339K	Hold	24,000	–	–	0.01%	445
2025 Q2	$322K	Hold	24,000	–	–	0.01%	429
2025 Q1	$344K	Hold	24,000	–	–	0.02%	380
2024 Q4	$346K	Hold	24,000	–	–	0.02%	371
2024 Q3	$386K	Hold	24,000	–	–	0.02%	351
2024 Q2	$366K	Hold	24,000	–	–	0.02%	353
2024 Q1	$359K	Hold	24,000	–	–	0.02%	325
2023 Q4	$340K	Hold	24,000	–	–	0.02%	321
2023 Q3	$329K	Hold	24,000	–	–	0.02%	315
2023 Q2	$363K	Hold	24,000	–	–	0.02%	312
2023 Q1	$362K	Buy	+24,000	New	+$372K	0.02%	356

Other funds holding RMM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return