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 Shares
Change % 		Capital Flow 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 +$96.1K 0.05% 151