DWP
ETV

Destiny Wealth Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Destiny Wealth Partners’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,341
Closed -$65.6K – 322
2022
Q4 		$65.6K Buy
5,341
+81
+2% +$1.07K 0.01% 260
2022
Q3 		$69K Hold
5,260
– – 0.02% 251
2022
Q2 		$71K Hold
5,260
– – 0.02% 252
2022
Q1 		$82K Sell
5,260
-1,647
-24% -$25.8K 0.02% 267
2021
Q4 		$116K Hold
6,907
– – 0.02% 220
2021
Q3 		$110K Buy
+6,907
New +$114K 0.02% 207
2021
Q2 		– Sell
-11,528
Closed -$179K – 283
2021
Q1 		$179K Buy
+11,528
New +$176K 0.04% 166

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return