AE Wealth Management LLC - EATON VANCE TX MNG BY WRT OP ownership

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
AE Wealth Management LLC ownership history of EATON VANCE TX MNG BY WRT OP
ValueSharesWeighting
Q3 2023$141,534
-24.8%
11,824
-19.8%
0.00%0.0%
Q2 2023$188,314
+0.1%
14,735
-1.1%
0.00%0.0%
Q1 2023$188,124
+0.9%
14,895
-1.9%
0.00%0.0%
Q4 2022$186,509
-24.2%
15,188
-18.7%
0.00%
-50.0%
Q3 2022$246,000
+57.7%
18,683
+61.4%
0.00%
+100.0%
Q2 2022$156,000
-7.1%
11,575
+7.4%
0.00%0.0%
Q1 2022$168,00010,7750.00%
Other shareholders
EATON VANCE TX MNG BY WRT OP shareholders Q3 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 146,515$1,753,7850.82%
Cornerstone Advisors, LLC 948,217$11,350,1570.53%
American Institute for Advanced Investment Management, LLP 43,421$531,4620.49%
NAPLES GLOBAL ADVISORS, LLC 240,413$2,877,7440.35%
Avory & Company, LLC 30,308$362,7870.31%
Worth Asset Management, LLC 29,721$355,7600.29%
WEALTH EFFECTS LLC 46,403$555,4470.27%
ICA Group Wealth Management, LLC 63,883$767,8740.22%
Outlook Wealth Advisors, LLC 44,945$537,9880.20%
STABLEFORD CAPITAL II LLC 35,053$389,4390.18%
View complete list of EATON VANCE TX MNG BY WRT OP shareholders