Archetype Wealth Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon Strategic Muns 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 Muns by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
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)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

Top funds holding Bny Mellon Strategic Muns

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

View all funds holding Bny Mellon Strategic Muns