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 | $392,226 | +12.3% | 32,767 | +19.9% | 0.00% | 0.0% |
Q2 2023 | $349,129 | +11.4% | 27,318 | +5.2% | 0.00% | 0.0% |
Q1 2023 | $313,427 | +15.6% | 25,967 | +17.6% | 0.00% | -42.9% |
Q4 2022 | $271,073 | +4.7% | 22,074 | +12.3% | 0.01% | +75.0% |
Q3 2022 | $259,000 | -0.8% | 19,663 | +1.7% | 0.00% | 0.0% |
Q2 2022 | $261,000 | -3.0% | 19,334 | +12.4% | 0.00% | 0.0% |
Q1 2022 | $269,000 | +5.1% | 17,207 | +12.5% | 0.00% | 0.0% |
Q4 2021 | $256,000 | – | 15,295 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PARAGON FINANCIAL PARTNERS, INC. | 460,379 | $7,191,000 | 6.27% |
American Institute for Advanced Investment Management, LLP | 100,654 | $1,572,000 | 1.14% |
Outlook Wealth Advisors, LLC | 115,845 | $1,810,000 | 0.60% |
RFG Advisory, LLC | 510,856 | $7,980,000 | 0.51% |
Retirement Group, LLC | 83,657 | $1,307,000 | 0.50% |
NAPLES GLOBAL ADVISORS, LLC | 270,903 | $4,232,000 | 0.49% |
Birchcreek Wealth Management, LLC | 25,572 | $399,000 | 0.35% |
Hilltop Holdings Inc. | 170,953 | $2,670,000 | 0.30% |
Avory & Company, LLC | 30,308 | $473,000 | 0.30% |
WEALTH EFFECTS LLC | 39,619 | $619,000 | 0.29% |