EATON VANCE TX MNG BY WRT OP's ticker is ETV and the CUSIP is 27828Y108. A total of 148 filers reported holding EATON VANCE TX MNG BY WRT OP in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,986 | -6.3% | 333 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,256 | +1.2% | 333 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $4,206 | -4.0% | 333 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,379 | +9.5% | 333 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 333 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $5,000 | 0.0% | 333 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $5,000 | -16.7% | 333 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $6,000 | +20.0% | 333 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 333 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $5,000 | – | 333 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Anfield Capital Management, LLC | 501,346 | $7,079,000 | 2.80% |
| Retirement Group, LLC | 190,892 | $2,695,000 | 1.67% |
| RFG Advisory, LLC | 604,485 | $8,535,000 | 1.33% |
| American Institute for Advanced Investment Management, LLP | 81,345 | $1,149,000 | 1.08% |
| FIDUCIARY TRUST INTERNATIONAL LLC | 313,088 | $4,421,000 | 0.72% |
| NAPLES GLOBAL ADVISORS, LLC | 222,148 | $3,137,000 | 0.68% |
| Outlook Wealth Advisors, LLC | 89,281 | $1,261,000 | 0.54% |
| Total Clarity Wealth Management, Inc. | 32,607 | $460,000 | 0.42% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 26,337 | $367,000 | 0.40% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 299,776 | $4,238,000 | 0.39% |