EATON VANCE TX MNG BY WRT OP's ticker is ETV and the CUSIP is 27828Y108. A total of 150 filers reported holding EATON VANCE TX MNG BY WRT OP in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,803 | -10.6% | 23,960 | -4.6% | 0.00% | -25.0% |
| Q2 2023 | $320,952 | -10.3% | 25,114 | -11.3% | 0.00% | 0.0% |
| Q1 2023 | $357,793 | -15.9% | 28,329 | -18.3% | 0.00% | -33.3% |
| Q4 2022 | $425,586 | -19.4% | 34,657 | -13.8% | 0.01% | -25.0% |
| Q3 2022 | $528,000 | -4.2% | 40,184 | -1.5% | 0.01% | 0.0% |
| Q2 2022 | $551,000 | -33.5% | 40,786 | -23.1% | 0.01% | -27.3% |
| Q1 2022 | $829,000 | – | 53,044 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 146,515 | $1,753,785 | 0.82% |
| Cornerstone Advisors, LLC | 948,217 | $11,350,157 | 0.53% |
| American Institute for Advanced Investment Management, LLP | 43,421 | $531,462 | 0.49% |
| NAPLES GLOBAL ADVISORS, LLC | 240,413 | $2,877,744 | 0.35% |
| Avory & Company, LLC | 30,308 | $362,787 | 0.31% |
| Worth Asset Management, LLC | 29,721 | $355,760 | 0.29% |
| WEALTH EFFECTS LLC | 46,403 | $555,447 | 0.27% |
| ICA Group Wealth Management, LLC | 63,883 | $767,874 | 0.22% |
| Outlook Wealth Advisors, LLC | 44,945 | $537,988 | 0.20% |
| STABLEFORD CAPITAL II LLC | 35,053 | $389,439 | 0.18% |