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EXD
Eaton Vance TaxManaged Buy-Write Strategy Fund
Delisted
EXD was delisted on the 14th of April, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
AG
26
Advisor Group
Phoenix,
Arizona
| $68K | +$344 | +36 | +0.5% |
|
| 27 |
27
Citigroup
New York
| $44K | +$153 | +16 | +0.3% |
|
| 28 |
28
Wells Fargo
San Francisco,
California
| $25K | – | – | – |
|
| 29 |
APA
29
American Portfolios Advisors
Holbrook,
New York
| $23.7K | – | – | – |
|
| 30 |
IA
30
IFP Advisors
Tampa,
Florida
| $7K | +$325 | +34 | +5% |
|
| 31 |
CF
31
Centaurus Financial
Anaheim,
California
| $3K | +$3.18K | +333 | New |
|
| 32 |
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| – | -$24K | -2,500 | Closed |
|
| 33 |
PWAG
33
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$24K | -2,500 | Closed |
|