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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 |
SIM
26
Sonora Investment Management
Tucson,
Arizona
| $51K | -$17.2K | -2,000 | -25% |
|
| 27 |
27
Citigroup
New York
| $40K | -$1.53K | -177 | -4% |
|
| 28 |
TRCT
28
Tower Research Capital (TRC)
New York
| $28K | +$28.1K | +3,260 | New |
|
| 29 |
AG
29
Advisor Group
Phoenix,
Arizona
| $24K | -$4.01K | -465 | -14% |
|
| 30 |
30
Wells Fargo
San Francisco,
California
| $23K | +$9 | +1 | +0% |
|
| 31 |
IA
31
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
| 32 |
SFS
32
Shaker Financial Services
Arlington,
Virginia
| – | -$793K | -90,207 | Closed |
|
| 33 |
CA
33
Cornerstone Advisors
Asheville,
North Carolina
| – | -$580K | -66,005 | Closed |
|
| 34 |
DA
34
Doliver Advisors
Houston,
Texas
| – | -$376K | -42,823 | Closed |
|
| 35 |
KJHP
35
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| – | -$88K | -10,000 | Closed |
|
| 36 |
PWAG
36
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$22K | -2,500 | Closed |
|
| 37 |
AA
37
Ancora Advisors
Cleveland,
Ohio
| – | -$4K | -500 | Closed |
|