AWS
EOI

Atria Wealth Solutions’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Atria Wealth Solutions’s Portfolio EOI Stock Details EOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$431K Sell
20,580
-1,125
-5% -$21.7K 0.01% 984
2025
Q1 		$407K Buy
21,705
+7,692
+55% +$156K ﹤0.01% 1302
2024
Q4 		$291K Sell
14,013
-356
-2% -$7.4K ﹤0.01% 1568
2024
Q3 		$291K Sell
14,369
-1,151
-7% -$22.2K ﹤0.01% 1534
2024
Q2 		$302K Sell
15,520
-2,294
-13% -$42.3K ﹤0.01% 1500
2024
Q1 		$325K Sell
17,814
-19,991
-53% -$351K ﹤0.01% 1507
2023
Q4 		$627K Sell
37,805
-7,129
-16% -$112K 0.01% 1095
2023
Q3 		$712K Buy
44,934
+4,295
+11% +$70.6K 0.01% 968
2023
Q2 		$670K Buy
40,639
+19,868
+96% +$311K 0.01% 1029
2023
Q1 		$316K Buy
+20,771
New +$324K ﹤0.01% 1384

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return