Ethos Financial Group, LLC Eaton Vance Senior Floating Rate Trust Transaction History
Ethos Financial Group, LLC
- $1.1 Billion
- Q3 2025
A detailed history of Ethos Financial Group, LLC transactions in Eaton Vance Senior Floating Rate Trust stock. As of the latest transaction made, Ethos Financial Group, LLC holds 246,196 shares of EFR stock, worth $2.75 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
246,196
Previous 245,137
0.43%
Holding current value
$2.75 Million
Previous $2.97 Million
5.22%
% of portfolio
0.26%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding EFR
# of Institutions
102Shares Held
8.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY904KShares$10.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC775KShares$8.67 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL547KShares$6.13 Million0.05% of portfolio
-
Invesco Ltd. Atlanta, GA535KShares$5.98 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO526KShares$5.89 Million0.12% of portfolio
About EATON VANCE SENIOR FLOATING RATE TRUST
- Ticker EFR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan In...