Corient Private Wealth

Corient Private Wealth’s BNY Mellon Strategic Municipals LEO Stock Holding History

Corient Private Wealth’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	$290K	Sell
2025 Q2	$700K	Buy
2025 Q1	$684K	Buy
2024 Q4	$95.3K	Buy
2024 Q3	$95.1K	Buy