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

Confluence Wealth Services’s Portfolio LEO Stock Details LEO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$78.1K	Hold
2025 Q2	$74K	Hold
2025 Q1	$71.8K	Buy