SL
EVT icon

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

Salomon & Ludwin’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
2026
Q1 		$52.6K Hold
2,149
– – ﹤0.01% 460
2025
Q4 		$54.7K Sell
2,149
-260
-11% -$6.35K ﹤0.01% 383
2025
Q3 		$59.2K Sell
2,409
-185
-7% -$4.47K 0.01% 345
2025
Q2 		$63.1K Hold
2,594
– – 0.01% 239
2025
Q1 		$60.4K Hold
2,594
– – 0.01% 228
2024
Q4 		$62.4K Hold
2,594
– – 0.01% 226
2024
Q3 		$64K Sell
2,594
-186
-7% -$4.45K 0.01% 234
2024
Q2 		$64.7K Hold
2,780
– – 0.01% 233
2024
Q1 		$65.6K Buy
+2,780
New +$62.5K 0.01% 313

Other funds holding EVT

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return