FFA
EVV

Farther Finance Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Farther Finance Advisors’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
2026
Q1 		$26.7K Buy
2,838
+1,050
+59% +$10.2K ﹤0.01% 3454
2025
Q4 		$17.7K Buy
1,788
+1,522
+572% +$15.3K ﹤0.01% 3523
2025
Q3 		$2.7K Hold
266
– – ﹤0.01% 4024
2025
Q2 		$2.73K Hold
266
– – ﹤0.01% 3592
2025
Q1 		$2.67K Hold
266
– – ﹤0.01% 3274
2024
Q4 		$2.6K Sell
266
-3,007
-92% -$30.7K ﹤0.01% 2906
2024
Q3 		$34.4K Hold
3,273
– – ﹤0.01% 1835
2024
Q2 		$31.8K Buy
3,273
+3,007
+1,130% +$29.1K ﹤0.01% 1595
2024
Q1 		$2.58K Hold
266
– – ﹤0.01% 2381
2023
Q4 		$2.55K Hold
266
– – ﹤0.01% 2329
2023
Q3 		$2.4K Buy
+266
New +$2.47K ﹤0.01% 1784

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return