BlackDiamond Wealth Management, LLC - EATON VANCE FLTNG RATE 2022 ownership

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of EATON VANCE FLTNG RATE 2022
ValueSharesWeighting
Q3 2022$261,000
+4.4%
30,293
+4.1%
0.31%
+0.6%
Q2 2022$250,000
+3.3%
29,091
+9.4%
0.31%
+8.0%
Q1 2022$242,000
+32.2%
26,601
+34.4%
0.29%
+37.6%
Q4 2021$183,00019,7990.21%
Other shareholders
EATON VANCE FLTNG RATE 2022 shareholders Q4 2022
NameSharesValueWeighting ↓
BlackDiamond Wealth Management, LLC 29,091$250,0000.31%
AEGON USA Investment Management, LLC 46,973$401,0000.22%
E&G Advisors, LP 52,500$448,0000.15%
VERUS CAPITAL PARTNERS, LLC 89,032$759,0000.15%
Laidlaw Wealth Management LLC 82,611$705,0000.14%
Chicago Partners Investment Group LLC 222,659$1,927,0000.14%
GREATMARK INVESTMENT PARTNERS, INC. 69,700$595,0000.11%
Relative Value Partners Group, LLC 166,176$1,427,0000.11%
Cypress Wealth Services, LLC 33,778$288,0000.09%
Magnus Financial Group LLC 26,561$227,0000.04%
View complete list of EATON VANCE FLTNG RATE 2022 shareholders