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Bny Mellon Strategic Muns shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Bny Mellon Strategic Muns

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

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Quarterly reported holdings in Bny Mellon Strategic Muns by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 1.1M 6.51
2024-06-30 $2.9M 473k 6.12
2024-03-31 $845k 139k 6.10
2023-12-31 $740k 126k 5.86

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Bny Mellon Strategic Muns

Saba Capital Management
Rivernorth Capital Management
Hennion & Walsh Asset Management
Wells Fargo & Company
Logan Stone Capital
Pathstone Holdings
Guggenheim Capital, LLC Managers
Morgan Stanley
Van Eck Associates Corp.
CNH Partners
Capital Investment Advisors
Gridiron Partners
Deschutes Portfolio Strategy
Ackerman Capital Advisors
1607 Capital Partners

View all funds holding Bny Mellon Strategic Muns