BELLEVUE ASSET 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 137 filers reported holding EATON VANCE TX MNG BY WRT OP in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of EATON VANCE TX MNG BY WRT OP
ValueSharesWeighting
Q3 2023$3,986
-6.3%
3330.0%0.00%0.0%
Q2 2023$4,255
+1.2%
3330.0%0.00%0.0%
Q1 2023$4,205
+3.9%
3330.0%0.00%0.0%
Q4 2022$4,049
+1.2%
3330.0%0.00%0.0%
Q3 2022$4,000
-20.0%
3330.0%0.00%
-25.0%
Q2 2022$5,0000.0%3330.0%0.00%
+33.3%
Q1 2022$5,000
-16.7%
3330.0%0.00%
-25.0%
Q4 2021$6,000
+20.0%
3330.0%0.00%
+33.3%
Q3 2021$5,0000.0%3330.0%0.00%0.0%
Q2 2021$5,0000.0%3330.0%0.00%0.0%
Q1 2021$5,0000.0%3330.0%0.00%0.0%
Q4 2020$5,0000.0%3330.0%0.00%0.0%
Q3 2020$5,0000.0%3330.0%0.00%
-40.0%
Q2 2020$5,000
+25.0%
3330.0%0.01%
+25.0%
Q1 2020$4,000
-20.0%
3330.0%0.00%0.0%
Q4 2019$5,0003330.00%
Other shareholders
EATON VANCE TX MNG BY WRT OP shareholders Q4 2020
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