WFA
LEO

WMG Financial Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

WMG Financial 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
2024
Q4 		– Sell
-15,700
Closed -$102K – 181
2024
Q3 		$102K Hold
15,700
– – 0.05% 171
2024
Q2 		$96.1K Buy
+15,700
New +$94K 0.05% 151

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
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
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

WMG Financial Advisors's LEO Position: Q4 2024 in Review

WMG Financial Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2024, closing a stake of 15,700 shares — an estimated $102K sold.

WMG Financial Advisors first reported a position in LEO in Q2 2024 and held it in 2 quarters. The position peaked at $102K in Q3 2024. 102 funds tracked by Wall St. Rank hold LEO as of Q4 2024.

  • WMG Financial Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q4 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 15,700 BNY Mellon Strategic Municipals shares in Q4 2024, an estimated $102K.
  • WMG Financial Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2024 and held it in 2 quarters.
  • WMG Financial Advisors's BNY Mellon Strategic Municipals position peaked at $102K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2024.

Based on WMG Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.