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Comprehensive Wealth Management’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Comprehensive Wealth Management’s Portfolio MMIT Stock Details MMIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-34,199
Closed -$833K – 34
2023
Q2 		$833K Buy
+34,199
New +$834K 0.72% 17

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Comprehensive Wealth Management's MMIT Position: Q3 2023 in Review

Comprehensive Wealth Management sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q3 2023, closing a stake of 34,199 shares — an estimated $833K sold.

Comprehensive Wealth Management first reported a position in MMIT in Q2 2023 and held it in 1 quarter. The position peaked at $833K in Q2 2023. 78 funds tracked by Wall St. Rank hold MMIT as of Q3 2023.

  • Comprehensive Wealth Management reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q3 2023 after selling out during the quarter.
  • Comprehensive Wealth Management sold 34,199 NYLIM MacKay Muni Intermediate ETF shares in Q3 2023, an estimated $833K.
  • Comprehensive Wealth Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q2 2023 and held it in 1 quarter.
  • Comprehensive Wealth Management's NYLIM MacKay Muni Intermediate ETF position peaked at $833K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q3 2023.

Based on Comprehensive Wealth Management's 13F filing for Q3 2023, filed 12 Jan 2024.