EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 90 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,428 | -25.9% | 16,109 | -19.9% | 0.02% | -22.7% |
| Q2 2023 | $165,296 | +23.0% | 20,109 | +18.9% | 0.02% | +15.8% |
| Q1 2023 | $134,427 | +60.0% | 16,909 | +65.6% | 0.02% | +5.6% |
| Q3 2022 | $84,000 | -83.9% | 10,209 | -77.4% | 0.02% | -81.2% |
| Q2 2021 | $521,000 | +121.7% | 45,259 | +107.4% | 0.10% | +336.4% |
| Q1 2021 | $235,000 | +3816.7% | 21,818 | +3482.6% | 0.02% | +2100.0% |
| Q4 2020 | $6,000 | – | 609 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Alternatives, Inc | 355,981 | $2,733,931 | 2.53% |
| Shaker Financial Services, LLC | 186,572 | $1,432,873 | 0.67% |
| Semus Wealth Partners LLC | 63,310 | $486,221 | 0.45% |
| Pointe Capital Management LLC | 67,410 | $517,708 | 0.38% |
| ELCO Management Co., LLC | 38,449 | $295,288 | 0.21% |
| PRIMORIS WEALTH ADVISORS, LLC | 22,102 | $169,744 | 0.20% |
| Successful Portfolios LLC | 27,572 | $211,753 | 0.19% |
| Garden State Investment Advisory Services LLC | 50,181 | $385,394 | 0.18% |
| Global Assets Advisory, LLC | 20,000 | $153,600 | 0.14% |
| Cornerstone Advisors, LLC | 357,079 | $2,742,367 | 0.13% |