SOA Wealth Advisors, LLC. - EATON VANCE TAX MNGD GBL DV ownership

EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 228 filers reported holding EATON VANCE TAX MNGD GBL DV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$24,869
-5.0%
3,374
+2.1%
0.01%0.0%
Q2 2023$26,171
+3.6%
3,304
+2.1%
0.01%0.0%
Q1 2023$25,265
+5.7%
3,235
+2.2%
0.01%0.0%
Q4 2022$23,906
+8.7%
3,166
+2.5%
0.01%
-14.3%
Q3 2022$22,000
-4.3%
3,088
+2.3%
0.01%0.0%
Q2 2022$23,000
-17.9%
3,020
+1.7%
0.01%0.0%
Q1 2022$28,000
-6.7%
2,969
+1.5%
0.01%0.0%
Q4 2021$30,000
+7.1%
2,924
+1.5%
0.01%0.0%
Q3 2021$28,000
-33.3%
2,881
-31.0%
0.01%
-36.4%
Q2 2021$42,000
-6.7%
4,173
-14.3%
0.01%
-15.4%
Q1 2021$45,000
+4.7%
4,872
+0.2%
0.01%
+8.3%
Q4 2020$43,0004,8620.01%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q1 2022
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,463,590$12,605,0002.92%
RFG Advisory, LLC 1,764,532$15,775,0002.06%
Pointe Capital Management LLC 229,975$2,017,0001.72%
KMG FIDUCIARY PARTNERS, LLC 415,218$3,604,0000.76%
Focused Wealth Management, Inc 390,648$3,426,0000.67%
Community Capital Management, LLC 50,000$439,0000.53%
Shaker Financial Services, LLC 132,926$1,166,0000.49%
David J Yvars Group 69,780$611,0000.41%
Northstar Advisory Group, LLC 56,129$492,0000.41%
1607 Capital Partners, LLC 898,397$7,879,0000.39%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders