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Bny Mellon Strategic Muns shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Bny Mellon Strategic Muns

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bny Mellon Strategic Muns by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $78k 13k 6.25
2025-06-30 $74k 13k 5.92
2025-03-31 $72k 13k 5.74

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding Bny Mellon Strategic Muns

Saba Capital Management
Pathstone Holdings
Rivernorth Capital Management
Gridiron Partners
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Sit Investment Associates
Hennion & Walsh Asset Management
Brooklyn Capital Management
Logan Stone Capital
Advisors Asset Management
Verition Fund Management
Morgan Stanley
Van Eck Associates Corp.
Capital Investment Advisors

View all funds holding Bny Mellon Strategic Muns