APW
ETY icon

Allied Private Wealth’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Allied Private Wealth’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$464K Buy
+32,166
New +$469K 0.3% 63

Other funds holding ETY

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $161M AUM 28.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return