RIA
DSM

Realta Investment Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Realta Investment Advisors’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
2026
Q1 		$91.6K Hold
15,247
– – 0.03% 229
2025
Q4 		$94.1K Hold
15,247
– – 0.03% 223
2025
Q3 		$90.3K Hold
15,247
– – 0.03% 214
2025
Q2 		$85.4K Hold
15,247
– – 0.03% 207
2025
Q1 		$88K Hold
15,247
– – 0.04% 209
2024
Q4 		$89.3K Hold
15,247
– – 0.04% 223
2024
Q3 		$93.8K Hold
15,247
– – 0.04% 216
2024
Q2 		$90.6K Hold
15,247
– – 0.02% 478
2024
Q1 		$89.3K Hold
15,247
– – 0.02% 489
2023
Q4 		$87.1K Sell
15,247
-1,244
-8% -$6.5K 0.02% 431
2023
Q3 		$94K Hold
16,491
– – 0.02% 466
2023
Q2 		$94K Buy
16,491
+15
+0.1% +$86 0.02% 492
2023
Q1 		$99K Buy
16,476
+13
+0.1% +$76 0.02% 412
2022
Q4 		$95.2K Buy
16,463
+1,216
+8% +$6.88K 0.02% 487
2022
Q3 		$86K Buy
+15,247
New +$96.8K 0.02% 471

Other funds holding DSM

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return