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Larson Financial Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Larson Financial Group’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,000
Closed -$74.1K – 2815
2024
Q3 		$74.1K Buy
3,000
+2,100
+233% +$50.2K ﹤0.01% 797
2024
Q2 		$21K Buy
+900
New +$20.9K ﹤0.01% 1033

Other funds holding EVT

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Larson Financial Group's EVT Position: Q4 2024 in Review

Larson Financial Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2024, closing a stake of 3,000 shares — an estimated $74.1K sold.

Larson Financial Group first reported a position in EVT in Q2 2024 and held it in 2 quarters. The position peaked at $74.1K in Q3 2024. 130 funds tracked by Wall St. Rank hold EVT as of Q4 2024.

  • Larson Financial Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 3,000 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2024, an estimated $74.1K.
  • Larson Financial Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2024 and held it in 2 quarters.
  • Larson Financial Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $74.1K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.