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EVM

Eaton Vance California Municipal Bond Fund

Delisted

EVM was delisted on the 24th of October, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
26
Napa Wealth Management
California
$407K
AIA
27
Absolute Investment Advisers
Florida
$405K +$400K +42,899 New
MWM
28
Melfa Wealth Management
Massachusetts
$401K +$1.75K +187 +0.4%
Stifel Financial
29
Stifel Financial
Missouri
$384K -$45.4K -4,866 -11%
QL
30
Quarry LP
New York
$247K +$141K +15,135 +138%
Ameriprise
31
Ameriprise
Minnesota
$234K -$802K -85,910 -78%
PIA
32
Perennial Investment Advisors
California
$216K +$213K +22,825 New
DI
33
Diligent Investors
California
$189K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$185K +$4.97K +533 +3%
RJA
35
Raymond James & Associates
Florida
$167K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$155K -$11.6K -1,242 -7%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$142K
MA
38
MKT Advisors
California
$110K +$383 +41 +0.3%
ACM
39
Alethea Capital Management
Washington
$101K
CAM
40
Concorde Asset Management
Michigan
$99.2K
LCM
41
Landscape Capital Management
New Jersey
$96.1K -$326K -34,945 -77%
MFS
42
Madrona Financial Services
Washington
$95K +$93.8K +10,057 New
Vanguard Capital Wealth Advisors
43
Vanguard Capital Wealth Advisors
Colorado
$94.5K +$93.3K +10,000 New
TIM
44
Tortoise Investment Management
New York
$66.2K -$46.7K -5,000 -42%
Osaic Holdings
45
Osaic Holdings
Arizona
$45.4K -$14.6K -1,568 -25%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$37.7K -$8.78K -941 -19%
HCM
47
Hollencrest Capital Management
California
$26.2K
SPIA
48
Steward Partners Investment Advisory
New York
$21.7K
RIL
49
Rothschild Investment LLC
Illinois
$13.4K +$159 +17 +1%
AFG
50
Albion Financial Group
Utah
$5.08K