Raymond James Financial Services Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Raymond James Financial Services Advisors’s Portfolio EVTR Stock Details EVTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$7.74M	Buy	149,496 +70,053	+88%	+$3.58M	0.01%	999
2024 Q2	$3.94M	Buy	79,443 +27,729	+54%	+$1.37M	0.01%	1285
2024 Q1	$2.57M	Buy	+51,714	New	+$2.58M	﹤0.01%	1514

Other funds holding EVTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial Services Advisors's EVTR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Eaton Vance Total Return Bond ETF (EVTR) stake by 88% in Q3 2024, buying an estimated $3.58M and bringing the position to 149,496 shares worth $7.74M. The position accounts for 0.01% of the portfolio, ranked #999.

Raymond James Financial Services Advisors first reported a position in EVTR in Q1 2024 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold EVTR as of Q3 2024.

Raymond James Financial Services Advisors held 149,496 shares of Eaton Vance Total Return Bond ETF worth $7.74M as of Q3 2024.
Raymond James Financial Services Advisors bought 70,053 Eaton Vance Total Return Bond ETF shares in Q3 2024, an estimated $3.58M.
Eaton Vance Total Return Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #999 holding.
Raymond James Financial Services Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q1 2024 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.