CAS
LEO

Coppell Advisory Solutions’s BNY Mellon Strategic Municipals LEO Stock Holding History

Coppell Advisory Solutions’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.1K Buy
+193
New +$1.06K ﹤0.01% 1396

Other funds holding LEO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Coppell Advisory Solutions's LEO Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in BNY Mellon Strategic Municipals (LEO) in Q4 2023: 193 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings.

89 funds tracked by Wall St. Rank hold LEO as of Q4 2023.

  • Coppell Advisory Solutions held 193 shares of BNY Mellon Strategic Municipals worth $1.1K as of Q4 2023.
  • BNY Mellon Strategic Municipals was a new Coppell Advisory Solutions position in Q4 2023.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1396 holding.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.