Burt Wealth Advisors MMIT Holdings History

Number of Shares
70,430.00
Current Holdings Value*
$1.68 Mil
% of Portfolio
0.38%
Total Estimate Gain
$1,750.13
% of Total Estimate Gain
0.08%

Burt Wealth Advisors's NYLI MacKay Muni Intermediate ETF Holding Summary

As of 2025-06-30, Burt Wealth Advisors held 70,430.00 shares of NYLI MacKay Muni Intermediate ETF(MMIT), totaling $1.68 Mil. This investment constitutes 0.38% of their stock portfolio, and Burt Wealth Advisors now holds 0.16% of the outstanding NYLI MacKay Muni Intermediate ETF(MMIT) stock.

The initial trade took place in 2022Q4. And since then Burt Wealth Advisors has made 5 purchases of MMIT, at an average price of $23.78, for a total of 93,891.00 shares. In addition, there have been 4 sales at an average price of $24.10 for 23,461.00 shares. Based on historical transaction data and MMIT's current price of $23.70, Burt Wealth Advisors's estimated gain on his MMIT holdings is $1,750.13, reflecting a 0.08% gain to date.

Burt Wealth Advisors MMIT ($23.70) Holding Chart

Burt Wealth Advisors MMIT ($23.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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