TCOV
EVLN icon

Trust Company of Vermont’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Trust Company of Vermont’s Portfolio EVLN Stock Details EVLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-135
Closed -$6.76K – 1126
2024
Q3 		$6.76K Buy
+135
New +$6.8K ﹤0.01% 795

Other funds holding EVLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Trust Company of Vermont's EVLN Position: Q4 2024 in Review

Trust Company of Vermont sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q4 2024, closing a stake of 135 shares — an estimated $6.76K sold.

Trust Company of Vermont first reported a position in EVLN in Q3 2024 and held it in 1 quarter. The position peaked at $6.76K in Q3 2024. 20 funds tracked by Wall St. Rank hold EVLN as of Q4 2024.

  • Trust Company of Vermont reported no remaining Eaton Vance Floating-Rate ETF position as of Q4 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 135 Eaton Vance Floating-Rate ETF shares in Q4 2024, an estimated $6.76K.
  • Trust Company of Vermont first reported a position in Eaton Vance Floating-Rate ETF in Q3 2024 and held it in 1 quarter.
  • Trust Company of Vermont's Eaton Vance Floating-Rate ETF position peaked at $6.76K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.