FWM
RMM

Fairhaven Wealth Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Fairhaven Wealth Management’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
2024
Q4 		$284K Hold
19,727
– – 0.09% 84
2024
Q3 		$317K Hold
19,727
– – 0.1% 85
2024
Q2 		$301K Hold
19,727
– – 0.1% 84
2024
Q1 		$295K Buy
+19,727
New +$295K 0.1% 87

Other funds holding RMM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
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
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Fairhaven Wealth Management's RMM Position: Q4 2024 in Review

Fairhaven Wealth Management held its RiverNorth Managed Duration Municipal Income Fund (RMM) position steady in Q4 2024 at 19,727 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #84.

Fairhaven Wealth Management first reported a position in RMM in Q1 2024 and has held it in 4 quarters since. The position peaked at $317K in Q3 2024. 46 funds tracked by Wall St. Rank hold RMM as of Q4 2024.

  • Fairhaven Wealth Management held 19,727 shares of RiverNorth Managed Duration Municipal Income Fund worth $284K as of Q4 2024.
  • Fairhaven Wealth Management left its RiverNorth Managed Duration Municipal Income Fund share count unchanged in Q4 2024.
  • RiverNorth Managed Duration Municipal Income Fund made up 0.09% of Fairhaven Wealth Management's portfolio in Q4 2024, its #84 holding.
  • Fairhaven Wealth Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q1 2024 and has held it in 4 quarters since.
  • Fairhaven Wealth Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $317K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.