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EVV

Gen-Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Gen-Wealth Partners’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
– Sell
-500
Closed -$4.99K – 647
2025
Q1
$4.99K Hold
500
– – ﹤0.01% 497
2024
Q4
$4.88K Hold
500
– – ﹤0.01% 528
2024
Q3
$5.14K Hold
500
– – ﹤0.01% 539
2024
Q2
$4.87K Hold
500
– – ﹤0.01% 519
2024
Q1
$4.88K Buy
+500
New +$4.89K ﹤0.01% 508

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GC
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Invesco
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LPL Financial
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CPIG
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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
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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