Integrated Wealth Concepts’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Integrated Wealth Concepts’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
2025 Q2	$209K	Buy
2025 Q1	$195K	Hold
2024 Q4	$196K	Sell
2024 Q3	$221K	Buy
2024 Q2	$210K	Buy
2024 Q1	$207K	Buy
2023 Q4	$202K	Buy
2023 Q3	$176K	Sell
2023 Q2	$227K	Buy
2023 Q1	$240K	Buy