Geneos Wealth Management Inc. - 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 153 filers reported holding EATON VANCE TX MNG BY WRT OP in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of EATON VANCE TX MNG BY WRT OP
ValueSharesWeighting
Q3 2023$17,955
-6.3%
1,5000.0%0.00%0.0%
Q2 2023$19,170
+1.2%
1,5000.0%0.00%0.0%
Q1 2023$18,945
+54.3%
1,500
+50.0%
0.00%0.0%
Q4 2022$12,280
-5.5%
1,0000.0%0.00%0.0%
Q3 2022$13,000
-74.0%
1,000
-73.1%
0.00%
-50.0%
Q2 2022$50,000
-36.7%
3,715
-26.8%
0.00%
-33.3%
Q1 2022$79,000
+11.3%
5,073
+19.5%
0.00%0.0%
Q4 2021$71,000
+4.4%
4,2450.0%0.00%0.0%
Q3 2021$68,000
-1.4%
4,2450.0%0.00%0.0%
Q2 2021$69,000
+11.3%
4,245
+7.6%
0.00%
+50.0%
Q1 2021$62,000
+3.3%
3,9450.0%0.00%0.0%
Q4 2020$60,000
+11.1%
3,9450.0%0.00%
-33.3%
Q3 2020$54,0000.0%3,9450.0%0.00%0.0%
Q2 2020$54,000
+14.9%
3,9450.0%0.00%0.0%
Q1 2020$47,000
-29.9%
3,945
-11.2%
0.00%
-25.0%
Q4 2019$67,000
+4.7%
4,4450.0%0.00%0.0%
Q3 2019$64,000
-53.3%
4,445
-51.4%
0.00%
-50.0%
Q2 2019$137,000
+2.2%
9,145
+2.2%
0.01%
-11.1%
Q1 2019$134,000
+61.4%
8,945
+43.3%
0.01%
+50.0%
Q4 2018$83,000
-12.6%
6,240
+5.6%
0.01%0.0%
Q3 2018$95,000
+4.4%
5,9100.0%0.01%
-14.3%
Q2 2018$91,000
+4.6%
5,9100.0%0.01%
-12.5%
Q1 2018$87,000
+29.9%
5,910
+34.0%
0.01%
+33.3%
Q4 2017$67,000
+415.4%
4,410
+384.6%
0.01%
+500.0%
Q3 2017$13,0000.0%9100.0%0.00%0.0%
Q2 2017$13,0000.0%9100.0%0.00%0.0%
Q1 2017$13,000
-43.5%
910
-41.7%
0.00%
-66.7%
Q4 2016$23,0000.0%1,5600.0%0.00%0.0%
Q3 2016$23,0000.0%1,5600.0%0.00%0.0%
Q2 2016$23,0000.0%1,5600.0%0.00%
-25.0%
Q1 2016$23,0001,5600.00%
Other shareholders
EATON VANCE TX MNG BY WRT OP shareholders Q4 2022
NameSharesValueWeighting ↓
PARAGON FINANCIAL PARTNERS, INC. 460,379$7,191,0006.27%
American Institute for Advanced Investment Management, LLP 100,654$1,572,0001.14%
Outlook Wealth Advisors, LLC 115,845$1,810,0000.60%
RFG Advisory, LLC 510,856$7,980,0000.51%
Retirement Group, LLC 83,657$1,307,0000.50%
NAPLES GLOBAL ADVISORS, LLC 270,903$4,232,0000.49%
Birchcreek Wealth Management, LLC 25,572$399,0000.35%
Hilltop Holdings Inc. 170,953$2,670,0000.30%
Avory & Company, LLC 30,308$473,0000.30%
WEALTH EFFECTS LLC 39,619$619,0000.29%
View complete list of EATON VANCE TX MNG BY WRT OP shareholders