CWS
LEO

Confluence Wealth Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

Confluence Wealth Services’s Portfolio LEO Stock Details LEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$74K Hold
12,500
– – ﹤0.01% 357
2025
Q1 		$71.8K Buy
+12,500
New +$71.8K ﹤0.01% 333