Atria Wealth Solutions’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Atria Wealth Solutions’s Portfolio EFT Stock Details EFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,851	Closed	-$205K	–	1899
2023 Q1	$205K	Sell	17,851 -1,581	-8%	-$18.4K	﹤0.01%	1664
2022 Q4	$217K	Sell	19,432 -2,651	-12%	-$29.9K	﹤0.01%	1562
2022 Q3	$251K	Sell	22,083 -9,093	-29%	-$110K	﹤0.01%	1411
2022 Q2	$367K	Buy	31,176 +2,612	+9%	+$32.5K	0.01%	1119
2022 Q1	$378K	Buy	+28,564	New	+$401K	0.01%	1204

Other funds holding EFT

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return