EATON VANCE TX MNG BY WRT OP's ticker is ETV and the CUSIP is 27828Y108. A total of 150 filers reported holding EATON VANCE TX MNG BY WRT OP in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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. | 460,379 | $7,191,000 | 6.27% |
| American Institute for Advanced Investment Management, LLP | 100,654 | $1,572,000 | 1.14% |
| Outlook Wealth Advisors, LLC | 115,845 | $1,810,000 | 0.60% |
| RFG Advisory, LLC | 510,856 | $7,980,000 | 0.51% |
| Retirement Group, LLC | 83,657 | $1,307,000 | 0.50% |
| NAPLES GLOBAL ADVISORS, LLC | 270,903 | $4,232,000 | 0.49% |
| Birchcreek Wealth Management, LLC | 25,572 | $399,000 | 0.35% |
| Hilltop Holdings Inc. | 170,953 | $2,670,000 | 0.30% |
| Avory & Company, LLC | 30,308 | $473,000 | 0.30% |
| WEALTH EFFECTS LLC | 39,619 | $619,000 | 0.29% |