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Bny Mellon Strategic Muns shares owned by Daner Wealth Management

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

Historical chart of Daner 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 Daner 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 Daner Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $323k 52k 6.22
2025-06-30 $307k 52k 5.91

More positions owned by Daner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Actively Managed Exc Total Return (GTO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Daner Wealth Management

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