IHT Wealth Management, LLC - EATON VANCE RISK MNGD DIV EQ ownership

EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 87 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of EATON VANCE RISK MNGD DIV EQ
ValueSharesWeighting
Q3 2023$1,590,217
+14.3%
207,059
+22.4%
0.08%
+12.5%
Q2 2023$1,390,843
+8.6%
169,203
+5.0%
0.07%
-1.4%
Q1 2023$1,281,041
-8.0%
161,137
-13.3%
0.07%
-17.0%
Q4 2022$1,393,191
-26.7%
185,759
-19.2%
0.09%
-38.9%
Q3 2022$1,900,000
+2.9%
229,788
+4.3%
0.14%
-11.7%
Q2 2022$1,846,000
-12.9%
220,291
+2.7%
0.16%
+1.2%
Q1 2022$2,119,000
+17.7%
214,503
+27.3%
0.16%
+21.1%
Q4 2021$1,801,000
+4.6%
168,475
+4.6%
0.13%
-5.0%
Q3 2021$1,722,000
-5.9%
161,081
+1.4%
0.14%
+20.7%
Q2 2021$1,830,000
+16.6%
158,842
+9.0%
0.12%
+2.7%
Q1 2021$1,570,000
+12.5%
145,670
+8.2%
0.11%
-2.6%
Q4 2020$1,396,000
+6.6%
134,630
-1.5%
0.12%
-11.5%
Q3 2020$1,309,000
+16.7%
136,731
+16.5%
0.13%
-14.9%
Q2 2020$1,122,000
-26.5%
117,407
-36.0%
0.15%
-30.0%
Q1 2020$1,527,000
-25.3%
183,486
-16.3%
0.22%
-9.1%
Q4 2019$2,044,000
+1.9%
219,109
+1.5%
0.24%
-11.4%
Q3 2019$2,005,000
+15.8%
215,949
+16.8%
0.27%
+8.8%
Q2 2019$1,732,000
+80.4%
184,819
+76.8%
0.25%
+56.9%
Q1 2019$960,000
+198.1%
104,510
+163.9%
0.16%
+158.1%
Q4 2018$322,000
+3477.8%
39,603
+3860.3%
0.06%
+3000.0%
Q1 2018$9,000
-10.0%
1,0000.0%0.00%
-33.3%
Q4 2017$10,0001,0000.00%
Other shareholders
EATON VANCE RISK MNGD DIV EQ shareholders Q4 2020
NameSharesValueWeighting ↓
Pointe Capital Management LLC 101,785$1,055,0000.90%
Diversified, LLC 77,734$744,0000.63%
ELCO Management Co., LLC 33,600$348,0000.30%
Successful Portfolios LLC 21,968$228,0000.16%
Marshall Financial Group LLC 20,773$215,0000.14%
Formidable Asset Management, LLC 51,445$519,0000.12%
IHT Wealth Management, LLC 134,630$1,396,0000.12%
Gladstone Institutional Advisory LLC 50,599$5250.10%
Congress Park Capital LLC 15,000$156,0000.09%
Coastal Bridge Advisors, LLC 35,959$373,0000.07%
View complete list of EATON VANCE RISK MNGD DIV EQ shareholders