TCWA
LEO

Ten Capital Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Ten Capital Wealth Advisors’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
2023
Q2 		– Sell
-8
Closed -$50 – 382
2023
Q1 		$50 Buy
+8
New +$50 ﹤0.01% 555

Other funds holding LEO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ten Capital Wealth Advisors's LEO Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2023, closing a stake of 8 shares — an estimated $50 sold.

Ten Capital Wealth Advisors first reported a position in LEO in Q1 2023 and held it in 1 quarter. The position peaked at $50 in Q1 2023. 77 funds tracked by Wall St. Rank hold LEO as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 8 BNY Mellon Strategic Municipals shares in Q2 2023, an estimated $50.
  • Ten Capital Wealth Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2023 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's BNY Mellon Strategic Municipals position peaked at $50 in Q1 2023.
  • 77 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.