Number of Shares
1.76 Mil
Current Holdings Value*
$42.21 Mil
% of Portfolio
7.65%
Total Estimate Gain
$-2.26 Mil
% of Total Estimate Gain
-4.96%

Schneider Downs Wealth Management Advisors, LP's NYLI MacKay Muni Intermediate ETF Holding Summary

As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 1.76 Mil shares of NYLI MacKay Muni Intermediate ETF(MMIT), totaling $42.21 Mil. This investment constitutes 7.65% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 5.05% of the outstanding NYLI MacKay Muni Intermediate ETF(MMIT) stock.

The initial trade took place in 2021Q3. And since then Schneider Downs Wealth Management Advisors, LP has made 14 purchases of MMIT, at an average price of $24.93, for a total of 1.83 Mil shares. In addition, there have been 1 sales at an average price of $23.69 for 71,256.00 shares. Based on historical transaction data and MMIT's current price of $23.70, Schneider Downs Wealth Management Advisors, LP's estimated gain on his MMIT holdings is $-2.26 Mil, reflecting a -4.96% gain to date.

Schneider Downs Wealth Management Advisors, LP MMIT ($23.70) Holding Chart

Schneider Downs Wealth Management Advisors, LP 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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