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Larson Financial Group’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Larson Financial Group’s Portfolio MMIN Stock Details MMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,732
Closed -$66.4K – 2471
2024
Q1 		$66.4K Hold
2,732
– – 0.01% 627
2023
Q4 		$67.1K Buy
+2,732
New +$63.8K 0.01% 569

Other funds holding MMIN

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Larson Financial Group's MMIN Position: Q2 2024 in Review

Larson Financial Group sold out of NYLIM MacKay Muni Insured ETF (MMIN) in Q2 2024, closing a stake of 2,732 shares — an estimated $66.4K sold.

Larson Financial Group first reported a position in MMIN in Q4 2023 and held it in 2 quarters. The position peaked at $67.1K in Q4 2023. 56 funds tracked by Wall St. Rank hold MMIN as of Q2 2024.

  • Larson Financial Group reported no remaining NYLIM MacKay Muni Insured ETF position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 2,732 NYLIM MacKay Muni Insured ETF shares in Q2 2024, an estimated $66.4K.
  • Larson Financial Group first reported a position in NYLIM MacKay Muni Insured ETF in Q4 2023 and held it in 2 quarters.
  • Larson Financial Group's NYLIM MacKay Muni Insured ETF position peaked at $67.1K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.