TVWM
LEO

Tower View Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Tower View Wealth Management’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
2021
Q4 		– Sell
-1,000
Closed -$9K – 211
2021
Q3 		$9K Buy
+1,000
New +$9.14K 0.01% 186

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Tower View Wealth Management's LEO Position: Q4 2021 in Review

Tower View Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2021, closing a stake of 1,000 shares — an estimated $9K sold.

Tower View Wealth Management first reported a position in LEO in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 78 funds tracked by Wall St. Rank hold LEO as of Q4 2021.

  • Tower View Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 1,000 BNY Mellon Strategic Municipals shares in Q4 2021, an estimated $9K.
  • Tower View Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's BNY Mellon Strategic Municipals position peaked at $9K in Q3 2021.
  • 78 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.