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Bison Wealth’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Bison Wealth’s Portfolio EVLN Stock Details EVLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$317K Buy
+6,300
New +$318K 0.07% 219

Other funds holding EVLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bison Wealth's EVLN Position: Q4 2024 in Review

Bison Wealth opened a new position in Eaton Vance Floating-Rate ETF (EVLN) in Q4 2024: 6,300 shares worth $317K. The stake represents 0.07% of the portfolio and ranks #219 among its holdings.

20 funds tracked by Wall St. Rank hold EVLN as of Q4 2024.

  • Bison Wealth held 6,300 shares of Eaton Vance Floating-Rate ETF worth $317K as of Q4 2024.
  • Eaton Vance Floating-Rate ETF was a new Bison Wealth position in Q4 2024.
  • Eaton Vance Floating-Rate ETF made up 0.07% of Bison Wealth's portfolio in Q4 2024, its #219 holding.
  • 20 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.