Northwest Financial Advisors’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Northwest Financial Advisors’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
2024 Q4	–	Sell	-2,571	Closed	-$63.2K	–	369
2024 Q3	$63.2K	Buy	+2,571	New	+$62.7K	0.05%	201
2024 Q1	–	Sell	-2,571	Closed	-$63.1K	–	348
2023 Q4	$63.1K	Buy	+2,571	New	+$61.3K	0.05%	184

Other funds holding MMIT

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

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Northwest Financial Advisors's MMIT Position: Q4 2024 in Review

Northwest Financial Advisors sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q4 2024, closing a stake of 2,571 shares — an estimated $63.2K sold.

Northwest Financial Advisors first reported a position in MMIT in Q4 2023 and held it in 2 quarters. The position peaked at $63.2K in Q3 2024. 110 funds tracked by Wall St. Rank hold MMIT as of Q4 2024.

Northwest Financial Advisors reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 2,571 NYLIM MacKay Muni Intermediate ETF shares in Q4 2024, an estimated $63.2K.
Northwest Financial Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's NYLIM MacKay Muni Intermediate ETF position peaked at $63.2K in Q3 2024.
110 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.