FFA
DMB

Founders Financial Alliance’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Founders Financial Alliance’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,969
Closed -$205K – 463
2021
Q2 		$205K Buy
+13,969
New +$205K 0.09% 229

Other funds holding DMB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Founders Financial Alliance's DMB Position: Q3 2021 in Review

Founders Financial Alliance sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q3 2021, closing a stake of 13,969 shares — an estimated $205K sold.

Founders Financial Alliance first reported a position in DMB in Q2 2021 and held it in 1 quarter. The position peaked at $205K in Q2 2021. 42 funds tracked by Wall St. Rank hold DMB as of Q3 2021.

  • Founders Financial Alliance reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q3 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 13,969 BNY Mellon Municipal Bond Infrastructure Fund shares in Q3 2021, an estimated $205K.
  • Founders Financial Alliance first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q2 2021 and held it in 1 quarter.
  • Founders Financial Alliance's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $205K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q3 2021.

Based on Founders Financial Alliance's 13F filing for Q3 2021, filed 15 Nov 2021.