WealthPLAN Partners, LLC
Position in MMD — NYLI MacKay DefinedTerm Muni Opportunities Fund
CIK 1639943
OMAHA, NE
Position in MMD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$381,145
-$11,192 QoQ
Shares Held
24,590
-6.9% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#41
of 71 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthPLAN Partners, LLC holds $2,027,951 across 4 Asset Management names. MMD ranks #3 (18.8% of the industry book) .
All Filings in MMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,145 | 24,590 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||