SL
ETG

Salomon & Ludwin’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Salomon & Ludwin’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.8K Hold
1,162
– – ﹤0.01% 969
2025
Q4 		$27K Hold
1,162
– – ﹤0.01% 678
2025
Q3 		$24.9K Hold
1,162
– – ﹤0.01% 674
2025
Q2 		$24.5K Hold
1,162
– – ﹤0.01% 355
2025
Q1 		$21.2K Hold
1,162
– – ﹤0.01% 354
2024
Q4 		$21.2K Hold
1,162
– – ﹤0.01% 347
2024
Q3 		$22.6K Hold
1,162
– – ﹤0.01% 354
2024
Q2 		$21.6K Hold
1,162
– – ﹤0.01% 357
2024
Q1 		$21.2K Hold
1,162
– – ﹤0.01% 459
2023
Q4 		$17.9K Hold
1,162
– – ﹤0.01% 428
2023
Q3 		$17.9K Buy
+1,162
New +$19.2K ﹤0.01% 427

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return