We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$812K +$10.3K +851 +1%
Wells Fargo
52
Wells Fargo
California
$768K +$24 +2 +0%
HighTower Advisors
53
HighTower Advisors
Illinois
$758K -$62K -5,141 -7%
Creative Planning
54
Creative Planning
Kansas
$709K +$8.28K +686 +1%
CCFM
55
Clear Creek Financial Management
Washington
$692K -$325K -26,892 -31%
AWS
56
Atria Wealth Solutions
New York
$642K +$662K +54,869 New
ECM
57
Evergreen Capital Management
Washington
$630K -$17.5K -1,450 -3%
SFS
58
Shaker Financial Services
Virginia
$609K +$628K +52,018 New
IFG
59
Independent Financial Group
California
$507K +$5.43K +450 +1%
MCA
60
Magnolia Capital Advisors
Mississippi
$464K +$479K +39,668 New
CIA
61
Capital Investment Advisors
Georgia
$457K -$26.7K -2,215 -5%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$451K -$143K -11,883 -24%
OBWG
63
Onyx Bridge Wealth Group
New York
$447K -$52.4K -4,339 -10%
PCM
64
Pointe Capital Management
Michigan
$446K -$21.2K -1,757 -4%
QCIG
65
Quad-Cities Investment Group
Iowa
$446K +$6.78K +562 +1%
OC
66
Oarsman Capital
Wisconsin
$420K -$3.74K -310 -0.9%
CI
67
Conning Inc
Connecticut
$375K
SLWA
68
San Luis Wealth Advisors
California
$355K
KAS
69
Kestra Advisory Services
Texas
$352K -$27.2K -2,254 -7%
RVPG
70
Relative Value Partners Group
$334K -$334K -27,706 -49%
OC
71
Oppenheimer & Co
New York
$330K -$1.98K -164 -0.6%
PMG
72
ProVise Management Group
Florida
$323K -$5.13K -425 -2%
SPC
73
Sigma Planning Corp
Michigan
$313K -$36.2K -3,000 -10%
CWM
74
Cadence Wealth Management
Massachusetts
$301K -$18.3K -1,516 -6%
FFA
75
First Foundation Advisors
California
$275K