Measured Wealth Private Client Group, LLC
Position in MMD — NYLI MacKay DefinedTerm Muni Opportunities Fund
CIK 1720235
PORTSMOUTH, NH
Position in MMD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$207
-$1 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Measured Wealth Private Client Group, LLC holds $2,053,713 across 20 Asset Management names. MMD ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
13,109 | $743,411 | |
| 2 | BLK |
BlackRock, Inc.
|
294 | $282,742 | |
| 3 | STT |
State Street Corp
|
2,024 | $256,157 | |
| 4 | NTRS |
Northern Trust Corp
|
1,708 | $238,385 | |
| 5 | ARCC |
Ares Capital Corp
|
6,691 | $120,571 | |
| 6 | JHG |
Janus Henderson Group Ltc.
|
1,546 | $79,418 | |
| 7 | BX |
Blackstone Inc.
|
604 | $69,453 | |
| 8 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
3,022 | $63,522 |
All Filings in MMD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207 | 14 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $208 | 14 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $211 | 14 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||