Vertex Planning Partners, LLC
Position in MMIN — NYLI MacKay Muni Insured ETF
CIK 1942341
DOWNERS GROVE, IL
All Filings in MMIN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MMIN | $2,767,075 | 116,705 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 MMIN | $1,103,035 | 46,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 MMIN | $932,256 | 39,154 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 MMIN | $926,549 | 39,749 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 MMIN | $1,064,555 | 45,051 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 MMIN | $1,160,817 | 48,692 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 MMIN | $1,203,338 | 48,956 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 MMIN | $1,122,598 | 46,736 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 MMIN | $1,076,004 | 44,280 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 MMIN | $1,082,973 | 44,095 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 MMIN | $682,689 | 29,877 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 MMIN | $1,150,773 | 47,533 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 MMIN | $1,738,679 | 71,199 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 MMIN | $1,188,046 | 50,023 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||