EATON VANCE TAX MNGD BUY WRI's ticker is EXD and the CUSIP is 27829M103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $513 | +3.6% | 53,235 | -1.2% | 0.00% | -50.0% |
| Q4 2022 | $495 | -99.9% | 53,860 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $484,000 | -11.4% | 53,860 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $546,000 | -17.4% | 53,860 | -4.2% | 0.00% | 0.0% |
| Q1 2022 | $661,000 | +3.9% | 56,215 | +8.1% | 0.00% | -33.3% |
| Q4 2021 | $636,000 | – | 52,015 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| &PARTNERS | 36,850 | $396,000 | 0.29% |
| Cascadia Advisory Services, LLC | 45,660 | $491,000 | 0.11% |
| Stockman Wealth Management, Inc. | 10,000 | $108,000 | 0.03% |
| Lindbrook Capital, LLC | 8,000 | $86,000 | 0.02% |
| Advisors Asset Management, Inc. | 108,185 | $1,163,000 | 0.02% |
| Cetera Investment Advisers | 41,926 | $451,000 | 0.01% |
| GUGGENHEIM CAPITAL LLC | 107,719 | $1,158,000 | 0.01% |
| Sonora Investment Management, LLC | 6,035 | $65,000 | 0.01% |
| OSAIC HOLDINGS, INC. | 60,626 | $652,000 | 0.00% |
| STIFEL FINANCIAL CORP | 104,376 | $1,122,000 | 0.00% |