Cetera Investment Advisers
LEO

Cetera Investment Advisers’s BNY Mellon Strategic Municipals LEO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$76.1K Sell
12,862
-4,876
-27% -$28.9K ﹤0.01% 3922
2025
Q1
$109K Sell
17,738
-16
-0.1% -$98 ﹤0.01% 3756
2024
Q4
$107K Sell
17,754
-41
-0.2% -$248 ﹤0.01% 3567
2024
Q3
$116K Sell
17,795
-1,497
-8% -$9.75K ﹤0.01% 3513
2024
Q2
$118K Buy
19,292
+54
+0.3% +$330 ﹤0.01% 3486
2024
Q1
$117K Buy
+19,238
New +$117K ﹤0.01% 3466
2023
Q1
Sell
-11,247
Closed -$68.7K 2189
2022
Q4
$68.7K Buy
+11,247
New +$68.7K ﹤0.01% 2023