Lee Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History

Lee Financial’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	$240K	Buy
2025 Q1	–	Sell
2024 Q4	$230K	Buy
2024 Q3	$248K	Buy