PWA
DMB

Provenance Wealth Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Provenance Wealth Advisors’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
2023
Q4 		– Sell
-839
Closed -$8.32K – 601
2023
Q3 		$8.32K Buy
+839
New +$9.02K ﹤0.01% 253

Other funds holding DMB

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Provenance Wealth Advisors's DMB Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q4 2023, closing a stake of 839 shares — an estimated $8.32K sold.

Provenance Wealth Advisors first reported a position in DMB in Q3 2023 and held it in 1 quarter. The position peaked at $8.32K in Q3 2023. 55 funds tracked by Wall St. Rank hold DMB as of Q4 2023.

  • Provenance Wealth Advisors reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q4 2023 after selling out during the quarter.
  • Provenance Wealth Advisors sold 839 BNY Mellon Municipal Bond Infrastructure Fund shares in Q4 2023, an estimated $8.32K.
  • Provenance Wealth Advisors first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q3 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $8.32K in Q3 2023.
  • 55 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.