WealthPLAN Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

WealthPLAN Partners’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,779	Closed	-$37.9K	–	559
2023 Q2	$37.9K	Hold	4,779	–	–	0.01%	563
2023 Q1	$37.3K	Buy	+4,779	New	+$36.9K	﹤0.01%	611
2016 Q3	$43.1K	Buy	+4,935	New	+$43.4K	0.01%	360

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return