TWP
ETW

Triad Wealth Partners’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Triad Wealth Partners’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,041
Closed -$8.61K – 314
2024
Q2 		$8.61K Buy
+1,041
New +$8.44K ﹤0.01% 474

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Triad Wealth Partners's ETW Position: Q3 2024 in Review

Triad Wealth Partners sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2024, closing a stake of 1,041 shares — an estimated $8.61K sold.

Triad Wealth Partners first reported a position in ETW in Q2 2024 and held it in 1 quarter. The position peaked at $8.61K in Q2 2024. 143 funds tracked by Wall St. Rank hold ETW as of Q3 2024.

  • Triad Wealth Partners reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,041 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2024, an estimated $8.61K.
  • Triad Wealth Partners first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $8.61K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.