GJWM
MMD

Gilliland Jeter Wealth Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Gilliland Jeter 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
2025
Q4 		– Sell
-16,177
Closed -$245K – 181
2025
Q3 		$245K Hold
16,177
– – 0.08% 158
2025
Q2 		$239K Sell
16,177
-4,375
-21% -$63.8K 0.08% 161
2025
Q1 		$310K Hold
20,552
– – 0.11% 138
2024
Q4 		$307K Sell
20,552
-4,770
-19% -$77.1K 0.1% 138
2024
Q3 		$427K Hold
25,322
– – 0.14% 117
2024
Q2 		$420K Sell
25,322
-3,688
-13% -$60K 0.14% 116
2024
Q1 		$474K Sell
29,010
-972
-3% -$16K 0.17% 114
2023
Q4 		$487K Buy
+29,982
New +$463K 0.2% 106

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return