EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 90 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,320 | -6.6% | 24,261 | 0.0% | 0.04% | -2.7% |
| Q2 2023 | $199,422 | -7.1% | 24,261 | -10.2% | 0.04% | -15.9% |
| Q1 2023 | $214,772 | +6.2% | 27,015 | +0.2% | 0.04% | -27.9% |
| Q4 2022 | $202,163 | -8.9% | 26,955 | +0.2% | 0.06% | +8.9% |
| Q3 2022 | $222,000 | +9.4% | 26,892 | +10.8% | 0.06% | +7.7% |
| Q2 2022 | $203,000 | +448.6% | 24,261 | +555.3% | 0.05% | +550.0% |
| Q1 2022 | $37,000 | – | 3,702 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pointe Capital Management LLC | 67,798 | $568,000 | 0.42% |
| PRIMORIS WEALTH ADVISORS, LLC | 19,900 | $166,000 | 0.24% |
| ELCO Management Co., LLC | 34,275 | $287,000 | 0.24% |
| Diversified, LLC | 65,144 | $546,000 | 0.23% |
| Successful Portfolios LLC | 31,886 | $267,000 | 0.18% |
| IHT Wealth Management, LLC | 220,291 | $1,846,000 | 0.16% |
| WEALTH EFFECTS LLC | 19,042 | $160,000 | 0.10% |
| Syverson Strege & Co | 25,904 | $217,000 | 0.08% |
| Congress Park Capital LLC | 15,000 | $126,000 | 0.08% |
| Formidable Asset Management, LLC | 39,558 | $331,000 | 0.08% |