Orgel Wealth Management, LLC MMIT Holdings History
Orgel Wealth Management, LLC's NYLI MacKay Muni Intermediate ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 5.91 Mil shares of NYLI MacKay Muni Intermediate ETF(MMIT), totaling $140.94 Mil. This investment constitutes 3.4% of their stock portfolio, and Orgel Wealth Management, LLC now holds 13.76% of the outstanding NYLI MacKay Muni Intermediate ETF(MMIT) stock.
The initial trade took place in 2025Q2. And since then Orgel Wealth Management, LLC has made 1 purchases of MMIT, at an average price of $23.74, for a total of 5.91 Mil shares. Based on historical transaction data and MMIT's current price of $23.72, Orgel Wealth Management, LLC's estimated gain on his MMIT holdings is $-118,184.52, reflecting a -0.08% gain to date.
Orgel Wealth Management, LLC MMIT ($23.72) Holding Chart
Orgel Wealth Management, LLC MMIT ($23.72) 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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