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 Q3	$57.2K	Hold	2,048	–	–	﹤0.01%	424
2026 Q2	$56.9K	Sell	2,048 -101	-5%	-$2.65K	﹤0.01%	479
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kingstone Capital Partners Texas Frisco, Texas $202M AUM 23.26% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Legacy Financial Independent Advisors Louisville, Kentucky $202M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Salomon & Ludwin's EVT Position: Q3 2026 in Review

Salomon & Ludwin held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q3 2026 at 2,048 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Salomon & Ludwin first reported a position in EVT in Q1 2024 and has held it in 11 quarters since. The position peaked at $65.6K in Q1 2024. 90 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

Salomon & Ludwin held 2,048 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $57.2K as of Q3 2026.
Salomon & Ludwin left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q3 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #424 holding.
Salomon & Ludwin first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2024 and has held it in 11 quarters since.
Salomon & Ludwin's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $65.6K in Q1 2024.
90 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.