9258 Wealth Management, LLC Eaton Vance Risk Managed Diversified Equity Income Fund Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$8.38 - $9.92 $9,637 - $11,408	-1,150 Reduced 8.91%	11,763 $99,000
Q3 2021 Nov 12, 2021	SELL	$10.69 - $11.68 $6,414 - $7,008	-600 Reduced 4.44%	12,913 $138,000
Q1 2021 May 11, 2021	SELL	$10.07 - $10.92 $5,186 - $5,623	-515 Reduced 3.67%	13,513 $146,000
Q4 2020 Feb 10, 2021	SELL	$9.37 - $10.5 $14,054 - $15,750	-1,500 Reduced 9.66%	14,028 $145,000
Q3 2020 Nov 13, 2020	SELL	$9.48 - $10.34 $14,220 - $15,510	-1,500 Reduced 8.81%	15,528 $146,000
Q2 2019 Aug 07, 2019	SELL	$9.08 - $9.57 $38,580 - $40,662	-4,249 Reduced 19.97%	17,028 $160,000
Q4 2018 Feb 12, 2019	BUY	$7.83 - $10.0 $166,598 - $212,770	21,277 New	21,277 $173,000

Others Institutions Holding ETJ

# of Institutions

91

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

1M
Shares

$9.27 Million
0.02% of portfolio
Guggenheim Capital LLC Chicago, IL

1M
Shares

$9.27 Million
0.07% of portfolio
Cornerstone Advisors, LLC Asheville, NC

902K
Shares

$8.35 Million
0.33% of portfolio
Lpl Financial LLC Fort Mill, SC

885K
Shares

$8.2 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

848K
Shares

$7.85 Million
0.01% of portfolio

About Eaton Vance Risk-Managed Diversified Equity Income Fund

Ticker ETJ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money, short-dated S&P 500 index put options and sells out-of-the-money...

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