EATON VANCE TX MNG BY WRT OP's ticker is ETV and the CUSIP is 27828Y108. A total of 155 filers reported holding EATON VANCE TX MNG BY WRT OP in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202 | -12.6% | 16,875 | -6.6% | 0.03% | -11.1% |
| Q2 2023 | $231 | +1.3% | 18,075 | 0.0% | 0.04% | -7.7% |
| Q1 2023 | $228 | -99.9% | 18,075 | -2.7% | 0.04% | -4.9% |
| Q4 2022 | $228,101 | -9.1% | 18,575 | -2.6% | 0.04% | -12.8% |
| Q3 2022 | $251,000 | -7.4% | 19,075 | -5.0% | 0.05% | +4.4% |
| Q2 2022 | $271,000 | -13.7% | 20,075 | 0.0% | 0.04% | +2.3% |
| Q1 2022 | $314,000 | -6.5% | 20,075 | 0.0% | 0.04% | -2.2% |
| Q4 2021 | $336,000 | +4.7% | 20,075 | 0.0% | 0.04% | -6.2% |
| Q3 2021 | $321,000 | – | 20,075 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PARAGON FINANCIAL PARTNERS, INC. | 560,043 | $7,365,000 | 8.28% |
| American Institute for Advanced Investment Management, LLP | 98,654 | $1,297,000 | 1.21% |
| Outlook Wealth Advisors, LLC | 83,312 | $1,095,000 | 0.49% |
| NAPLES GLOBAL ADVISORS, LLC | 264,448 | $3,477,000 | 0.48% |
| Avory & Company, LLC | 30,308 | $399,000 | 0.34% |
| WEALTH EFFECTS LLC | 41,345 | $544,000 | 0.33% |
| Birchcreek Wealth Management, LLC | 25,672 | $338,000 | 0.31% |
| Wealth Alliance Advisory Group, LLC | 40,502 | $533,000 | 0.24% |
| STABLEFORD CAPITAL II LLC | 34,940 | $473,000 | 0.23% |
| National Wealth Management Group, LLC | 13,324 | $175,211 | 0.23% |