IPA
ETW

Investment Planning Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Investment Planning Advisors’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$927K Sell
107,111
-13,882
-11% -$120K 0.33% 31
2025
Q1 		$998K Sell
120,993
-63,310
-34% -$522K 0.41% 30
2024
Q4 		$1.55M Buy
184,303
+1,246
+0.7% +$10.5K 0.68% 26
2024
Q3 		$1.51M Hold
183,057
– – 0.77% 26
2024
Q2 		$1.51M Buy
+183,057
New +$1.51M 0.77% 26