Archetype Wealth Partners »

Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 36k 6.22
2024-06-30 $214k 36k 5.94
2024-03-31 $211k 36k 5.86
2023-12-31 $206k 36k 5.72
2023-09-30 $89k 18k 4.94

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

Top funds holding Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable

Saba Capital Management
Pathstone Holdings
Rivernorth Capital Management
Hennion & Walsh Asset Management
Guggenheim Capital, LLC Managers
Brooklyn Capital Management
LPL Financial
Logan Stone Capital
Morgan Stanley
Wells Fargo & Company
Van Eck Associates Corp.
Capital Investment Advisors
CNH Partners
Nuveen Asset Management
1607 Capital Partners

View all funds holding Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable