WealthPLAN Partners, LLC
Position in MMD — NYLI MacKay DefinedTerm Muni Opportunities Fund
CIK 1639943
OMAHA, NE
Position in MMD
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$392,337
-$528 QoQ
Shares Held
26,420
0.0% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MMD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthPLAN Partners, LLC holds $2,801,412 across 5 Asset Management names. MMD ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
22,413 | $1,186,992 | |
| 2 | BX |
Blackstone Inc.
|
7,883 | $906,465 | |
| 3 | MMD |
NYLI MacKay DefinedTerm Muni Opportunities Fund
This page
|
26,420 | $392,337 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
36,032 | $183,763 | |
| 5 | DSL |
DoubleLine Income Solutions Fund
|
12,175 | $131,855 |
All Filings in MMD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $392,337 | 26,420 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $392,865 | 26,420 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $399,734 | 26,420 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $410,733 | 27,771 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||