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Bny Mellon Strategic Muns shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Bny Mellon Strategic Muns

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

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Quarterly reported holdings in Bny Mellon Strategic Muns by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $122k 19k 6.25
2025-06-30 $115k 19k 5.92
2025-03-31 $119k 19k 6.12
2024-12-31 $117k 19k 6.04