NPFS
LEO

Novak & Powell Financial Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

Novak & Powell Financial Services’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$154K Buy
2025
Q1 		– Sell
2024
Q4 		$155K Buy
2024
Q3 		$165K Buy
2024
Q2 		$154K Buy
2024
Q1 		$152K Buy
2023
Q4 		$145K Buy