MCFP
EVV

Mallini Complete Financial Planning’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Mallini Complete Financial Planning’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
2026
Q2 		$326K Buy
34,773
+358
+1% +$3.35K 0.23% 35
2026
Q1 		$325K Buy
34,415
+364
+1% +$3.55K 0.26% 32
2025
Q4 		$337K Buy
34,051
+348
+1% +$3.49K 0.27% 31
2025
Q3 		$342K Buy
33,703
+429
+1% +$4.38K 0.28% 31
2025
Q2 		$341K Buy
33,274
+4,581
+16% +$45.3K 0.43% 30
2025
Q1 		$286K Buy
28,693
+1,232
+4% +$12.5K 0.27% 35
2024
Q4 		$268K Buy
+27,461
New +$281K 0.25% 38

Other funds holding EVV

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return