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Iq Mackay Muni Intermediate iq mackay shld shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Iq Mackay Muni Intermediate iq mackay shld (MMIT) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Iq Mackay Muni Intermediate iq mackay shld

Tip: Access up to 7 years of quarterly data

All positions including Iq Mackay Muni Intermediate iq mackay shld held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Iq Mackay Muni Intermediate iq mackay shld by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 86k 24.01
2024-09-30 $1.0M 41k 24.60

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Freedom 100 Em (FRDM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Intl Equity Fd (DWM)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
New York Life Invts Active E Nyli Mackay Mun (MMIT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Iq Mackay Muni Intermediate iq mackay shld

Bank of America Corporation
Raymond James Financial Services Advisors
UBS Group
Schneider Downs Wealth Management Advisors
IAG Wealth Partners
LPL Financial
Pallas Capital Advisors
Honkamp Krueger Financial Services
Cetera Investment Advisers
TruWealth Advisors
Envestnet Asset Management
Great Valley Advisor Group
Dynamic Advisors Solutions
Stifel Financial
Cornerstone Advisors Asset Management

View all funds holding Iq Mackay Muni Intermediate iq mackay shld