A detailed history of Creative Planning transactions in Bny Mellon Strategic Municipals, Inc. stock. As of the latest transaction made, Creative Planning holds 39,008 shares of LEO stock, worth $253,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39,008
Previous 27,418 42.27%
Holding current value
$253,942
Previous $167,000 42.51%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$5.84 - $6.13 $67,685 - $71,046
11,590 Added 42.27%
39,008 $238,000
Q1 2024

May 10, 2024

SELL
$5.82 - $6.1 $57,757 - $60,536
-9,924 Reduced 26.58%
27,418 $167,000
Q4 2023

Feb 14, 2024

BUY
$5.01 - $5.96 $187,083 - $222,558
37,342 New
37,342 $218,000
Q3 2020

Nov 05, 2020

SELL
$7.75 - $8.67 $91,806 - $102,704
-11,846 Closed
0 $0
Q1 2020

May 05, 2020

BUY
$6.25 - $9.01 $10,912 - $15,731
1,746 Added 17.29%
11,846 $88,000
Q4 2019

Jan 30, 2020

SELL
$8.37 - $8.67 $11,425 - $11,834
-1,365 Reduced 11.91%
10,100 $86,000
Q2 2019

Jul 26, 2019

BUY
$7.87 - $8.22 $90,229 - $94,242
11,465 New
11,465 $94,000

Others Institutions Holding LEO

About BNY MELLON STRATEGIC MUNICIPALS, INC.


  • Ticker LEO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • BNY Mellon Strategic Municipals, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds, the income from which is exempt from federal income tax. It employs fundamental a...
More about LEO
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