TWM
ETV

Tradition Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Tradition Wealth Management’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,577
Closed -$34K – 1176
2022
Q3 		$34K Buy
2,577
+58
+2% +$854 0.01% 617
2022
Q2 		$34K Buy
2,519
+56
+2% +$802 ﹤0.01% 541
2022
Q1 		$38K Buy
2,463
+50
+2% +$782 ﹤0.01% 574
2021
Q4 		$40K Buy
2,413
+49
+2% +$808 0.01% 583
2021
Q3 		$38K Buy
2,364
+47
+2% +$774 0.01% 580
2021
Q2 		$38K Buy
2,317
+48
+2% +$770 0.01% 603
2021
Q1 		$35K Buy
2,269
+49
+2% +$746 0.01% 513
2020
Q4 		$34K Buy
+2,220
New +$32.2K 0.01% 481

Other funds holding ETV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return