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 1,255,704$9,254,5382.05%
Shaker Financial Services, LLC 457,854$3,374,3841.57%
Pointe Capital Management LLC 174,592$1,286,7430.95%
Karpus Management, Inc. 2,587,355$19,068,8060.64%
Focused Wealth Management, Inc 450,082$3,317,1040.59%
Cornerstone Advisors, LLC 1,391,176$10,252,9670.48%
Northstar Advisory Group, LLC 78,927$581,6920.42%
High Net Worth Advisory Group LLC 135,289$997,0870.40%
KMG FIDUCIARY PARTNERS, LLC 400,437$2,951,2240.39%
David J Yvars Group 59,403$435,8580.36%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders