GJWM
DSM

Gilliland Jeter Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,460
Closed -$27.8K – 294
2024
Q3 		$27.8K Hold
4,460
– – 0.01% 354
2024
Q2 		$26.5K Hold
4,460
– – 0.01% 356
2024
Q1 		$26.1K Buy
+4,460
New +$25.7K 0.01% 349

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilliland Jeter Wealth Management's DSM Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2024, closing a stake of 4,460 shares — an estimated $27.8K sold.

Gilliland Jeter Wealth Management first reported a position in DSM in Q1 2024 and held it in 3 quarters. The position peaked at $27.8K in Q3 2024. 103 funds tracked by Wall St. Rank hold DSM as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 4,460 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2024, an estimated $27.8K.
  • Gilliland Jeter Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $27.8K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.