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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

MMD holding history

NYLI MacKay DefinedTerm Muni Opportunities Fund in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMD overviewAll 13F holders of MMDFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q3 2022
Holdings of MMD by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,520−100.0%Sold outHolders
Q1 202611,520$171.1K<0.1%00.0%UnchangedHolders
Q4 202511,520$171.3K<0.1%−1,870−14.0%ReducedHolders
Q3 202513,390$202.5K<0.1%00.0%UnchangedHolders
Q2 202513,390$197.4K<0.1%00.0%UnchangedHolders
Q1 202513,390$201.9K<0.1%00.0%UnchangedHolders
Q4 202413,390$199.9K<0.1%−13,449−50.1%ReducedHolders
Q3 202426,839$452.5K<0.1%−1,500−5.3%ReducedHolders
Q2 202428,339$469.9K<0.1%00.0%UnchangedHolders
Q1 202428,339$455.1K<0.1%−4,269−13.1%ReducedHolders
Q4 202332,608$529.9K<0.1%−1,011−3.0%ReducedHolders
Q3 202333,619$535.6K<0.1%+4,133+14.0%AddedHolders
Q2 202329,486$503.3K<0.1%00.0%UnchangedHolders
Q1 202329,486$512.5K<0.1%−1,533−4.9%ReducedHolders
Q4 202231,019$498.2K<0.1%+12,053+63.6%AddedHolders
Q3 202218,966$295.0K<0.1%+18,966NewHolders