EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 86 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,077 | -6.6% | 30,609 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $251,606 | +3.4% | 30,609 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $243,342 | +6.0% | 30,609 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $229,568 | -9.3% | 30,609 | 0.0% | 0.02% | -10.7% |
| Q3 2022 | $253,000 | -1.6% | 30,609 | 0.0% | 0.03% | +3.7% |
| Q2 2022 | $257,000 | -14.9% | 30,609 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $302,000 | -7.6% | 30,609 | 0.0% | 0.03% | -6.9% |
| Q4 2021 | $327,000 | -6.8% | 30,609 | 0.0% | 0.03% | -6.5% |
| Q3 2021 | $351,000 | -0.6% | 30,609 | 0.0% | 0.03% | -39.2% |
| Q2 2021 | $353,000 | -7.8% | 30,609 | -14.0% | 0.05% | +10.9% |
| Q1 2021 | $383,000 | +3.8% | 35,609 | 0.0% | 0.05% | -4.2% |
| Q4 2020 | $369,000 | – | 35,609 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Alternatives, Inc | 355,981 | $2,733,931 | 2.53% |
| Shaker Financial Services, LLC | 186,572 | $1,432,873 | 0.67% |
| Semus Wealth Partners LLC | 63,310 | $486,221 | 0.45% |
| Pointe Capital Management LLC | 67,410 | $517,708 | 0.38% |
| ELCO Management Co., LLC | 38,449 | $295,288 | 0.21% |
| PRIMORIS WEALTH ADVISORS, LLC | 22,102 | $169,744 | 0.20% |
| Successful Portfolios LLC | 27,572 | $211,753 | 0.19% |
| Garden State Investment Advisory Services LLC | 50,181 | $385,394 | 0.18% |
| Global Assets Advisory, LLC | 20,000 | $153,600 | 0.14% |
| Cornerstone Advisors, LLC | 357,079 | $2,742,367 | 0.13% |