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Bny Mellon Strategic Muns shares owned by Lee Financial

Quarter-by-quarter ownership of Bny Mellon Strategic Muns (LEO) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in Bny Mellon Strategic Muns

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

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Quarterly reported holdings in Bny Mellon Strategic Muns by Lee Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 38k 6.27
2024-12-31 $230k 38k 6.04
2024-09-30 $248k 38k 6.53

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Short Treas Bd (SHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Select Divid Etf (DVY)

View all positions for Lee Financial

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