IWP
DMB

Innova Wealth Partners’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Innova Wealth Partners’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
2024
Q4 		– Sell
-20,958
Closed -$234K – 105
2024
Q3 		$234K Buy
+20,958
New +$228K 0.19% 72

Other funds holding DMB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Innova Wealth Partners's DMB Position: Q4 2024 in Review

Innova Wealth Partners sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q4 2024, closing a stake of 20,958 shares — an estimated $234K sold.

Innova Wealth Partners first reported a position in DMB in Q3 2024 and held it in 1 quarter. The position peaked at $234K in Q3 2024. 65 funds tracked by Wall St. Rank hold DMB as of Q4 2024.

  • Innova Wealth Partners reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 20,958 BNY Mellon Municipal Bond Infrastructure Fund shares in Q4 2024, an estimated $234K.
  • Innova Wealth Partners first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $234K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.