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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 |
26
Wells Fargo
San Francisco,
California
| $24K | -$9 | -1 | -0% |
|
| 27 |
PWAG
27
Polaris Wealth Advisory Group
San Rafael,
California
| $22K | +$22.5K | +2,500 | New |
|
| 28 |
IA
28
IFP Advisors
Tampa,
Florida
| $13K | +$7K | +777 | +105% |
|
| 29 |
AA
29
Ancora Advisors
Cleveland,
Ohio
| $4K | +$4.5K | +500 | New |
|
| 30 |
30
SG Americas Securities
New York
| – | -$207K | -22,646 | Closed |
|
| 31 |
PVWM
31
Point View Wealth Management
Summit,
New Jersey
| – | -$113K | -12,349 | Closed |
|
| 32 |
32
Creative Planning
Overland Park,
Kansas
| – | -$106K | -11,601 | Closed |
|
| 33 |
APA
33
American Portfolios Advisors
Holbrook,
New York
| – | -$23.7K | -2,595 | Closed |
|
| 34 |
CF
34
Centaurus Financial
Anaheim,
California
| – | -$3K | -333 | Closed |
|