IWP
ETO

IAG Wealth Partners’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

IAG Wealth Partners’s Portfolio ETO Stock Details ETO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20
Closed -$500 – 506
2024
Q1 		$500 Buy
+20
New +$486 ﹤0.01% 431

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

IAG Wealth Partners's ETO Position: Q2 2024 in Review

IAG Wealth Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2024, closing a stake of 20 shares — an estimated $500 sold.

IAG Wealth Partners first reported a position in ETO in Q1 2024 and held it in 1 quarter. The position peaked at $500 in Q1 2024. 60 funds tracked by Wall St. Rank hold ETO as of Q2 2024.

  • IAG Wealth Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 20 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2024, an estimated $500.
  • IAG Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • IAG Wealth Partners's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $500 in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2024.

Based on IAG Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.