AWS
EVV

Atria Wealth Solutions’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Atria Wealth Solutions’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$297K Sell
28,984
-15,051
-34% -$149K 0.01% 1155
2025
Q1 		$439K Sell
44,035
-14,316
-25% -$145K 0.01% 1260
2024
Q4 		$570K Buy
58,351
+72
+0.1% +$736 0.01% 1203
2024
Q3 		$613K Buy
58,279
+10,307
+21% +$104K 0.01% 1138
2024
Q2 		$467K Sell
47,972
-10,451
-18% -$101K 0.01% 1273
2024
Q1 		$570K Sell
58,423
-11,277
-16% -$110K 0.01% 1203
2023
Q4 		$668K Buy
69,700
+21,310
+44% +$194K 0.01% 1059
2023
Q3 		$437K Sell
48,390
-30,782
-39% -$286K 0.01% 1192
2023
Q2 		$741K Buy
79,172
+13,299
+20% +$124K 0.01% 979
2023
Q1 		$649K Sell
65,873
-612
-0.9% -$6.15K 0.01% 994
2022
Q4 		$624K Sell
66,485
-2,635
-4% -$25.5K 0.01% 974
2022
Q3 		$637K Buy
69,120
+24,169
+54% +$253K 0.01% 902
2022
Q2 		$464K Sell
44,951
-9,918
-18% -$106K 0.01% 1003
2022
Q1 		$642K Buy
+54,869
New +$662K 0.01% 929

Other funds holding EVV

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SIA
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Ameriprise
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GC
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return