Retirement Group, 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 80 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of EATON VANCE RISK MNGD DIV EQ
ValueSharesWeighting
Q3 2023$58,790
-37.1%
7,655
-32.6%
0.02%
-38.5%
Q2 2023$93,420
+103700.0%
11,3650.0%0.04%
-4.9%
Q1 2023$90
+5.9%
11,3650.0%0.04%0.0%
Q4 2022$85
-99.9%
11,365
+60.5%
0.04%
-12.8%
Q3 2022$59,000
-52.4%
7,080
-52.0%
0.05%
-7.8%
Q2 2022$124,000
-41.2%
14,749
-30.8%
0.05%
-37.0%
Q1 2022$211,000
+11.1%
21,319
+20.2%
0.08%
-2.4%
Q4 2021$190,000
+0.5%
17,737
+0.2%
0.08%
-4.6%
Q3 2021$189,000
-7.4%
17,7050.0%0.09%
-11.2%
Q2 2021$204,000
+30.8%
17,705
+22.1%
0.10%
+38.0%
Q1 2021$156,000
+372.7%
14,505
+346.3%
0.07%
+373.3%
Q4 2020$33,0003,2500.02%
Other shareholders
EATON VANCE RISK MNGD DIV EQ shareholders Q3 2022
NameSharesValueWeighting ↓
Pointe Capital Management LLC 67,798$568,0000.42%
PRIMORIS WEALTH ADVISORS, LLC 19,900$166,0000.24%
ELCO Management Co., LLC 34,275$287,0000.24%
Diversified, LLC 65,144$546,0000.23%
Successful Portfolios LLC 31,886$267,0000.18%
IHT Wealth Management, LLC 220,291$1,846,0000.16%
WEALTH EFFECTS LLC 19,042$160,0000.10%
Syverson Strege & Co 25,904$217,0000.08%
Congress Park Capital LLC 15,000$126,0000.08%
Formidable Asset Management, LLC 39,558$331,0000.08%
View complete list of EATON VANCE RISK MNGD DIV EQ shareholders