Accel Wealth Management - 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
Accel Wealth Management ownership history of EATON VANCE TAX ADVT DIV INC
ValueSharesWeighting
Q3 2023$2,653,059
-9.1%
125,262
-2.3%
1.48%
-8.0%
Q2 2023$2,917,696
+3.5%
128,250
+2.9%
1.61%
+39.3%
Q1 2023$2,819,028
-0.9%
124,681
-0.1%
1.15%
-15.3%
Q4 2022$2,844,244
-3.1%
124,748
-1.4%
1.36%
-13.1%
Q3 2022$2,934,000
-1.1%
126,463
+4.2%
1.57%
-8.0%
Q2 2022$2,966,000
-17.9%
121,363
-1.8%
1.70%
-8.8%
Q1 2022$3,614,000
+2.8%
123,635
+4.8%
1.87%
+8.4%
Q4 2021$3,516,000
+55.9%
118,025
+43.7%
1.72%
+18.3%
Q3 2021$2,255,000
+51.5%
82,152
+52.6%
1.46%
+47.8%
Q2 2021$1,488,000
+135.8%
53,839
+124.0%
0.99%
+93.0%
Q1 2021$631,000
+11.9%
24,035
+0.7%
0.51%
-2.7%
Q4 2020$564,00023,8570.52%
Other shareholders
EATON VANCE TAX ADVT DIV INC shareholders Q4 2023
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 368,877$7,536,0004.98%
Joel Isaacson & Co., LLC 653,166$13,187,0004.03%
Shaker Financial Services, LLC 128,567$2,596,0001.68%
Karpus Management, Inc. 1,101,543$22,240,0001.08%
Penbrook Management LLC 57,166$1,154,0001.06%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 70,595$1,425,0000.85%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 253,044$5,109,0000.71%
HOLLENCREST CAPITAL MANAGEMENT 92,624$1,870,0000.26%
Thomas J. Herzfeld Advisors, Inc. 15,207$307,0000.17%
WealthTrust Axiom LLC 16,900$341,0000.12%
View complete list of EATON VANCE TAX ADVT DIV INC shareholders