Fort Point Capital Partners »

Bny Mellon Strategic Muns shares owned by Fort Point Capital Partners

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

Historical chart of Fort Point Capital 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 Fort Point Capital 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 Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $445k 76k 5.86

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital 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