Charter Oak Capital 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 150 filers reported holding EATON VANCE TX MNG BY WRT OP in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of EATON VANCE TX MNG BY WRT OP
ValueSharesWeighting
Q2 2022$34,000
+6.2%
2,536
+24.6%
0.01%
+25.0%
Q1 2022$32,000
-22.0%
2,036
-17.1%
0.00%
-20.0%
Q4 2021$41,000
+5.1%
2,4560.0%0.01%0.0%
Q3 2021$39,000
-2.5%
2,4560.0%0.01%0.0%
Q2 2021$40,000
+5.3%
2,4560.0%0.01%0.0%
Q1 2021$38,0000.0%2,4560.0%0.01%
-16.7%
Q4 2020$38,0002,4560.01%
Other shareholders
EATON VANCE TX MNG BY WRT OP shareholders Q3 2023
NameSharesValueWeighting ↓
Anfield Capital Management, LLC 198,591$3,076,0001.23%
American Institute for Advanced Investment Management, LLP 87,280$1,352,0001.03%
RFG Advisory, LLC 489,227$7,578,0000.83%
NAPLES GLOBAL ADVISORS, LLC 234,753$3,636,0000.55%
Outlook Wealth Advisors, LLC 96,295$1,492,0000.52%
Hilltop Holdings Inc. 220,200$3,410,0000.44%
Birchcreek Wealth Management, LLC 23,974$371,0000.39%
Wealth Alliance Advisory Group, LLC 40,302$624,0000.32%
Castle Rock Wealth Management, LLC 44,392$708,0000.28%
Diversified, LLC 22,357$346,0000.27%
View complete list of EATON VANCE TX MNG BY WRT OP shareholders