Worth Asset Management, LLC - EATON VANCE TX MNG BY WRT OP ownership

EATON VANCE TX MNG BY WRT OP's ticker is ETV and the CUSIP is 27828Y108. A total of 159 filers reported holding EATON VANCE TX MNG BY WRT OP in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Worth Asset Management, LLC ownership history of EATON VANCE TX MNG BY WRT OP
ValueSharesWeighting
Q3 2023$355,760
-6.3%
29,7210.0%0.29%
-0.7%
Q2 2023$379,834
+1103.0%
29,721
+1088.8%
0.29%
+1108.3%
Q1 2023$31,575
+2.9%
2,5000.0%0.02%
+14.3%
Q4 2022$30,700
-7.0%
2,5000.0%0.02%
-12.5%
Q3 2022$33,000
-2.9%
2,5000.0%0.02%
+4.3%
Q2 2022$34,0000.0%2,5000.0%0.02%
+4.5%
Q1 2022$34,0002,5000.02%
Other shareholders
EATON VANCE TX MNG BY WRT OP shareholders Q1 2022
NameSharesValueWeighting ↓
FIDUCIARY TRUST INTERNATIONAL LLC 278,192$4,128,0001.41%
NAPLES GLOBAL ADVISORS, LLC 173,915$2,581,0001.00%
Jacobus Wealth Management, Inc. 229,116$3,400,0001.00%
STABLEFORD CAPITAL II LLC 42,353$629,0000.81%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 273,230$4,055,0000.66%
United Asset Strategies, Inc. 130,017$1,929,0000.63%
CFO4Life, L.P. 48,221$716,0000.59%
VICUS CAPITAL 88,228$1,309,0000.29%
Focused Wealth Management, Inc 37,998$564,0000.24%
Kistler-Tiffany Companies, LLC 29,047$431,0000.21%
View complete list of EATON VANCE TX MNG BY WRT OP shareholders