WAAG
LEO

Wealth Alliance Advisory Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Wealth Alliance Advisory Group’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
2022
Q4 		– Sell
-10,302
Closed -$63K – 182
2022
Q3 		$63K Buy
+10,302
New +$68.9K 0.03% 152

Other funds holding LEO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Wealth Alliance Advisory Group's LEO Position: Q4 2022 in Review

Wealth Alliance Advisory Group sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2022, closing a stake of 10,302 shares — an estimated $63K sold.

Wealth Alliance Advisory Group first reported a position in LEO in Q3 2022 and held it in 1 quarter. The position peaked at $63K in Q3 2022. 83 funds tracked by Wall St. Rank hold LEO as of Q4 2022.

  • Wealth Alliance Advisory Group reported no remaining BNY Mellon Strategic Municipals position as of Q4 2022 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 10,302 BNY Mellon Strategic Municipals shares in Q4 2022, an estimated $63K.
  • Wealth Alliance Advisory Group first reported a position in BNY Mellon Strategic Municipals in Q3 2022 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's BNY Mellon Strategic Municipals position peaked at $63K in Q3 2022.
  • 83 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2022.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2022, filed 17 Jan 2023.