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Bny Mellon Strategic Muns shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Bny Mellon Strategic Muns (LEO) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Bny Mellon Strategic Muns

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon Strategic Muns held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon Strategic Muns by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $608k 93k 6.51
2024-06-30 $346k 57k 6.12
2024-03-31 $105k 17k 6.10

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Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
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Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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