Future Financial Wealth Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Future Financial Wealth Management’s Portfolio MMD Stock Details MMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,000	Closed	-$80.8K	–	460
2024 Q3	$84.3K	Buy	+5,000	New	+$83.5K	0.06%	190
2024 Q2	–	Sell	-5,000	Closed	-$81.8K	–	317
2024 Q1	$81.8K	Buy	+5,000	New	+$82.2K	0.06%	196

Other funds holding MMD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Future Financial Wealth Management's MMD Position: Q4 2024 in Review

Future Financial Wealth Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2024, closing a stake of 5,000 shares — an estimated $80.8K sold.

Future Financial Wealth Management first reported a position in MMD in Q1 2024 and held it in 2 quarters. The position peaked at $84.3K in Q3 2024. 61 funds tracked by Wall St. Rank hold MMD as of Q4 2024.

Future Financial Wealth Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Future Financial Wealth Management sold 5,000 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2024, an estimated $80.8K.
Future Financial Wealth Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2024 and held it in 2 quarters.
Future Financial Wealth Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $84.3K in Q3 2024.
61 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.