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Bny Mellon Strategic Muns shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of Bny Mellon Strategic Muns (LEO) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in Bny Mellon Strategic Muns

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All positions including Bny Mellon Strategic Muns held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon Strategic Muns by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $312k 48k 6.50
2024-06-30 $294k 48k 6.13
2024-03-31 $293k 48k 6.10
2023-12-31 $281k 48k 5.85

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 Muns

Saba Capital Management
Rivernorth Capital Management
Hennion & Walsh Asset Management
Wells Fargo & Company
Logan Stone Capital
Pathstone Holdings
Guggenheim Capital, LLC Managers
Morgan Stanley
Van Eck Associates Corp.
CNH Partners
Capital Investment Advisors
Gridiron Partners
Deschutes Portfolio Strategy
Ackerman Capital Advisors
1607 Capital Partners

View all funds holding Bny Mellon Strategic Muns