Concord Wealth Partners - EATON VANCE SR FLTNG RTE TR ownership

EATON VANCE SR FLTNG RTE TR's ticker is EFR and the CUSIP is 27828Q105. A total of 83 filers reported holding EATON VANCE SR FLTNG RTE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of EATON VANCE SR FLTNG RTE TR
ValueSharesWeighting
Q4 2022$219200.0%0.00%
Q2 2022$0200.0%0.00%
Q1 2022$0200.0%0.00%
Q4 2021$0200.00%
Other shareholders
EATON VANCE SR FLTNG RTE TR shareholders Q1 2022
NameSharesValueWeighting ↓
WHITE PINE CAPITAL LLC 582,724$7,814,0002.42%
Ballew Advisors, Inc 96,730$1,314,0001.00%
Geneva Partners, LLC 119,923$1,608,0000.99%
Marble Harbor Investment Counsel, LLC 592,103$7,940,0000.99%
Intersect Capital LLC 186,073$2,495,0000.48%
Independent Wealth Network Inc. 45,768$614,0000.39%
LeJeune Puetz Investment Counsel LLC 73,964$991,0000.35%
AEGON USA Investment Management, LLC 54,581$732,0000.34%
Garner Asset Management Corp 61,625$826,0000.32%
Shaker Financial Services, LLC 58,740$788,0000.30%
View complete list of EATON VANCE SR FLTNG RTE TR shareholders