Creative Planning - BNY MELLON STRATEGIC MUN BD ownership

BNY MELLON STRATEGIC MUN BD's ticker is DSM and the CUSIP is 09662E109. A total of 64 filers reported holding BNY MELLON STRATEGIC MUN BD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of BNY MELLON STRATEGIC MUN BD
ValueSharesWeighting
Q4 2021$166,000
+80.4%
19,850
+69.7%
0.00%
Q4 2020$92,000
-11.5%
11,696
-17.9%
0.00%
Q3 2020$104,000
-25.2%
14,252
-26.0%
0.00%
Q2 2020$139,000
+0.7%
19,2520.0%0.00%
Q1 2020$138,000
+3.0%
19,252
+15.1%
0.00%
Q4 2019$134,000
+17.5%
16,730
+23.4%
0.00%
Q3 2019$114,000
+5.6%
13,560
-0.0%
0.00%
Q2 2019$108,00013,5640.00%
Other shareholders
BNY MELLON STRATEGIC MUN BD shareholders Q4 2019
NameSharesValueWeighting ↓
Ranch Capital Advisors Inc. 36,316$305,0000.33%
Arete Wealth Advisors, LLC 124,653$1,048,0000.20%
Laurel Wealth Advisors, Inc. 111,853$941,0000.16%
Fairhaven Wealth Management, LLC 14,777$124,0000.12%
ProVise Management Group, LLC 103,953$874,0000.12%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 16,500$139,0000.09%
M Holdings Securities, Inc. 27,670$233,0000.07%
NWAM LLC 40,213$338,0000.06%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 92,101$778,0000.06%
WEDBUSH SECURITIES INC 70,536$593,0000.06%
View complete list of BNY MELLON STRATEGIC MUN BD shareholders