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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Focused Wealth Management
New York
$487K -$56.3K -3,884 -11%
Creative Planning
52
Creative Planning
Kansas
$479K -$11.8K -813 -3%
Goldman Sachs
53
Goldman Sachs
New York
$452K -$166K -11,450 -28%
KTA
54
Keeley-Teton Advisors
Illinois
$451K +$8.39K +579 +2%
LWPC
55
Legacy Wealth Partners (California)
California
$434K -$1.51K -104 -0.4%
HighTower Advisors
56
HighTower Advisors
Illinois
$406K -$4.03K -278 -1%
Principal Financial Group
57
Principal Financial Group
Iowa
$389K +$6.68K +461 +2%
CAN
58
Cetera Advisor Networks
California
$387K +$76.5K +5,280 +26%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$370K +$197K +13,600 +129%
D
60
Diversified
Delaware
$364K +$381K +26,325 New
BWM
61
Birchcreek Wealth Management
Ohio
$343K +$324K +22,374 New
SW
62
SteelPeak Wealth
California
$333K -$32.9K -2,272 -9%
LPT
63
Legacy Private Trust
Wisconsin
$333K
JWCA
64
J.W. Cole Advisors
Florida
$314K -$689K -47,572 -70%
JCM
65
Jacobi Capital Management
Pennsylvania
$311K -$50.9K -3,512 -15%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$311K +$16.9K +1,166 +6%
EFS
67
Essex Financial Services
Connecticut
$305K
CG
68
Colony Group
Massachusetts
$302K
EVM
69
Eaton Vance Management
Massachusetts
$301K
PAG
70
Private Advisor Group
New Jersey
$292K -$3.43K -237 -1%
TCWM
71
Total Clarity Wealth Management
Illinois
$287K -$23.1K -1,592 -8%
KFGK
72
Keystone Financial Group (Kentucky)
Kentucky
$287K +$4.32K +298 +2%
LWAC
73
Laurel Wealth Advisors (California)
California
$280K +$2.14K +148 +0.8%
AIP
74
Ahrens Investment Partners
Louisiana
$262K -$109K -7,500 -30%
First Manhattan
75
First Manhattan
New York
$231K +$5.08K +351 +2%