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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 |
CWM
26
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$83K | -10,833 | Closed |
|
| 27 |
LC
27
Lindbrook Capital
Calabasas,
California
| – | -$77K | -10,000 | Closed |
|
| 28 |
SIA
28
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$69K | -9,029 | Closed |
|
| 29 |
BBPWM
29
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$41K | -5,397 | Closed |
|
| 30 |
ASN
30
Advisory Services Network
Atlanta,
Georgia
| – | -$24K | -3,150 | Closed |
|
| 31 |
ICA
31
Infrastructure Capital Advisors
New York
| – | -$7K | -900 | Closed |
|
| 32 |
VRM
32
Vectors Research Management
New York
| – | -$3K | -400 | Closed |
|