Stonebridge Financial Planning Group, LLC - EATON VANCE TAX ADVT DIV INC ownership

EATON VANCE TAX ADVT DIV INC's ticker is EVT and the CUSIP is 27828G107. A total of 1 filers reported holding EATON VANCE TAX ADVT DIV INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of EATON VANCE TAX ADVT DIV INC
ValueSharesWeighting
Q3 2023$275,340
-6.9%
13,0000.0%0.18%
-1.7%
Q2 2023$295,750
-6.6%
13,000
-7.1%
0.18%
-11.8%
Q1 2023$316,540
-2.1%
14,000
-1.2%
0.20%
-5.1%
Q4 2022$323,213
+3.9%
14,176
-0.7%
0.22%
-1.4%
Q3 2022$311,000
-8.0%
14,276
+0.7%
0.22%
-4.8%
Q2 2022$338,000
-20.7%
14,176
-3.6%
0.23%
-3.8%
Q1 2022$426,000
+5.4%
14,704
-0.0%
0.24%
+12.3%
Q4 2021$404,000
-6.9%
14,7050.0%0.21%0.0%
Q3 2021$434,000
+3.3%
14,705
-2.3%
0.21%
-4.9%
Q2 2021$420,000
-21.8%
15,058
-24.9%
0.22%
-29.0%
Q1 2021$537,000
+13.3%
20,0580.0%0.31%
+4.7%
Q4 2020$474,000
+18.5%
20,0580.0%0.30%
+4.2%
Q3 2020$400,000
-25.8%
20,058
-28.3%
0.29%
-37.3%
Q2 2020$539,000
+3.3%
27,958
-4.8%
0.46%
-11.7%
Q1 2020$522,000
-30.3%
29,3640.0%0.52%
-23.2%
Q4 2019$749,00029,3640.68%
Other shareholders
EATON VANCE TAX ADVT DIV INC shareholders Q4 2023
NameSharesValueWeighting ↓
Tiller Private Wealth, Inc. 232,922$4,693,0003.93%
Joel Isaacson & Co., LLC 819,232$16,508,0003.39%
Formidable Asset Management, LLC 329,161$6,633,0003.30%
Penbrook Management LLC 29,547$595,0000.64%
Stratos Wealth Partners, LTD. 390,066$7,860,0000.53%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 182,165$3,671,0000.39%
HOLLENCREST CAPITAL MANAGEMENT 69,418$1,398,0000.20%
WealthTrust Axiom LLC 14,640$294,0000.11%
Advisors Asset Management, Inc. 299,293$6,031,0000.10%
Regis Management CO LLC 23,780$479,0000.08%
View complete list of EATON VANCE TAX ADVT DIV INC shareholders