PHILLIPS FINANCIAL MANAGEMENT, LLC - BNY MELLON STRATEGIC MUNS IN ownership

BNY MELLON STRATEGIC MUNS IN's ticker is LEO and the CUSIP is 05588W108. A total of 2 filers reported holding BNY MELLON STRATEGIC MUNS IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of BNY MELLON STRATEGIC MUNS IN
ValueSharesWeighting
Q3 2023$87,94516,5000.01%
Other shareholders
BNY MELLON STRATEGIC MUNS IN shareholders Q4 2023
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 1,889,326$16,078,0003.33%
Powell Investment Advisors, LLC 32,837$279,0000.29%
GOODWIN DANIEL L 48,022$408,0000.18%
ROBINSON CAPITAL MANAGEMENT, LLC 46,000$391,0000.14%
ProVise Management Group, LLC 117,811$1,003,0000.12%
WealthTrust Axiom LLC 40,936$348,0000.12%
Fairhaven Wealth Management, LLC 14,463$123,0000.10%
MACROVIEW INVESTMENT MANAGEMENT LLC 4,653$40,0000.08%
180 WEALTH ADVISORS, LLC 20,694$179,0000.07%
Marquette Asset Management, LLC 25,184$214,0000.07%
View complete list of BNY MELLON STRATEGIC MUNS IN shareholders