FSWA
ETW

Financial Synergies Wealth Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,832
Closed -$64.2K – 191
2024
Q1 		$64.2K Buy
+7,832
New +$62.2K 0.01% 116
2023
Q4 		– Sell
-7,832
Closed -$59.8K – 492
2023
Q3 		$59.8K Buy
+7,832
New +$62.9K 0.01% 107

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's ETW Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2024, closing a stake of 7,832 shares — an estimated $64.2K sold.

Financial Synergies Wealth Advisors first reported a position in ETW in Q3 2023 and held it in 2 quarters. The position peaked at $64.2K in Q1 2024. 148 funds tracked by Wall St. Rank hold ETW as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 7,832 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2024, an estimated $64.2K.
  • Financial Synergies Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $64.2K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.