EATON VANCE TAX MNGED BUY WR's ticker is ETB and the CUSIP is 27828X100.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $362,374 | -9.2% | 28,737 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $399,157 | +58.3% | 28,737 | +48.7% | 0.00% | +33.3% |
Q1 2023 | $252,126 | +85.8% | 19,320 | +87.2% | 0.00% | +50.0% |
Q4 2022 | $135,708 | -0.2% | 10,320 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $136,000 | -12.3% | 10,320 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $155,000 | +112.3% | 10,320 | +129.3% | 0.00% | 0.0% |
Q2 2017 | $73,000 | 0.0% | 4,500 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $73,000 | -1.4% | 4,500 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $74,000 | 0.0% | 4,500 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $74,000 | +1.4% | 4,500 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $73,000 | +1.4% | 4,500 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $72,000 | -4.0% | 4,500 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $75,000 | +10.3% | 4,500 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $68,000 | -1.4% | 4,500 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $69,000 | -37.3% | 4,500 | -35.5% | 0.00% | -50.0% |
Q1 2015 | $110,000 | +54.9% | 6,975 | +55.0% | 0.00% | +100.0% |
Q4 2014 | $71,000 | +208.7% | 4,500 | +200.0% | 0.00% | +100.0% |
Q3 2014 | $23,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $23,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $23,000 | – | 1,500 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shaker Financial Services, LLC | 103,652 | $1,439,727 | 0.63% |
SAGE RHINO CAPITAL LLC | 64,625 | $897,641 | 0.25% |
Fortitude Advisory Group L.L.C. | 17,465 | $242,595 | 0.18% |
CFO4Life Group, LLC | 53,655 | $745,262 | 0.16% |
AEGON USA Investment Management, LLC | 16,756 | $232,741 | 0.13% |
Wealth Advisors of Tampa Bay, LLC | 15,466 | $214,823 | 0.12% |
Cornerstone Advisors, LLC | 144,897 | $2,012,619 | 0.10% |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 43,877 | $609,452 | 0.08% |
Ameritas Advisory Services, LLC | 35,394 | $487,026 | 0.06% |
Cetera Advisors LLC | 245,811 | $3,414,308 | 0.05% |