Baystate Wealth Management’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Baystate Wealth Management’s Portfolio DMB Stock Details DMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$10.3K	Buy	+1,003	New	+$9.84K	﹤0.01%	711

Other funds holding DMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Baystate Wealth Management's DMB Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q4 2023: 1,003 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings.

55 funds tracked by Wall St. Rank hold DMB as of Q4 2023.

Baystate Wealth Management held 1,003 shares of BNY Mellon Municipal Bond Infrastructure Fund worth $10.3K as of Q4 2023.
BNY Mellon Municipal Bond Infrastructure Fund was a new Baystate Wealth Management position in Q4 2023.
BNY Mellon Municipal Bond Infrastructure Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #711 holding.
55 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.