EATON VANCE TX MNG BY WRT OP's ticker is ETV and the CUSIP is 27828Y108. A total of 146 filers reported holding EATON VANCE TX MNG BY WRT OP in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $767,874 | -8.6% | 63,883 | -2.8% | 0.22% | +2.4% |
| Q2 2023 | $839,943 | +15.1% | 65,723 | +13.8% | 0.21% | +21.3% |
| Q1 2023 | $729,699 | -2.3% | 57,775 | +1.0% | 0.17% | -0.6% |
| Q4 2022 | $746,901 | +105.2% | 57,190 | +106.5% | 0.18% | +127.3% |
| Q3 2022 | $364,000 | +61.1% | 27,694 | +85.9% | 0.08% | +83.3% |
| Q2 2022 | $226,000 | +20.2% | 14,900 | +14.4% | 0.04% | +16.7% |
| Q1 2022 | $188,000 | – | 13,022 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PARAGON FINANCIAL PARTNERS, INC. | 560,043 | $7,365,000 | 8.28% |
| American Institute for Advanced Investment Management, LLP | 98,654 | $1,297,000 | 1.21% |
| Outlook Wealth Advisors, LLC | 83,312 | $1,095,000 | 0.49% |
| NAPLES GLOBAL ADVISORS, LLC | 264,448 | $3,477,000 | 0.48% |
| Avory & Company, LLC | 30,308 | $399,000 | 0.34% |
| WEALTH EFFECTS LLC | 41,345 | $544,000 | 0.33% |
| Birchcreek Wealth Management, LLC | 25,672 | $338,000 | 0.31% |
| Wealth Alliance Advisory Group, LLC | 40,502 | $533,000 | 0.24% |
| STABLEFORD CAPITAL II LLC | 34,940 | $473,000 | 0.23% |
| National Wealth Management Group, LLC | 13,324 | $175,211 | 0.23% |