SDAM
DSM

Shulman DeMeo Asset Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Shulman DeMeo Asset Management’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
Q2 		$63.5K Sell
10,317
-130
-1% -$791 0.01% 144
2026
Q1 		$62.8K Buy
+10,447
New +$63.8K 0.01% 138
2019
Q3 		– Sell
-15,262
Closed -$121K – 136
2019
Q2 		$121K Sell
15,262
-899
-6% -$7.08K 0.04% 129
2019
Q1 		$125K Sell
16,161
-756
-4% -$5.67K 0.05% 127
2018
Q4 		$118K Buy
+16,917
New +$119K 0.07% 68

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return