Amplius Wealth Advisors, LLC Eaton Vance Municipal Income 2028 Term Trust Transaction History

Amplius Wealth Advisors, LLC

$759 Million
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$17.39 - $19.69 $101,522 - $114,950	-5,838 Reduced 35.72%	10,505 $0
Q3 2022 Nov 10, 2022	SELL	$18.34 - $21.24 $5,502 - $6,371	-300 Reduced 1.8%	16,343 $306,000
Q2 2022 Jul 21, 2022	SELL	$19.68 - $21.88 $14,405 - $16,016	-732 Reduced 4.21%	16,643 $344,000
Q1 2022 May 09, 2022	BUY	$19.63 - $21.61 $12,150 - $13,376	619 Added 3.69%	17,375 $354,000
Q4 2021 Jan 28, 2022	BUY	$21.38 - $23.1 $358,243 - $387,063	16,756 New	16,756 $360,000

Others Institutions Holding ETX

# of Institutions

42

Shares Held

2.59M

Call Options Held

0

Put Options Held

0

Rockefeller Capital Management L.P. New York, NY

537K
Shares

$10.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

429K
Shares

$8.07 Million
0.0% of portfolio
Ubs Group Ag

154K
Shares

$2.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

146K
Shares

$2.74 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

119K
Shares

$2.25 Million
0.0% of portfolio

About Eaton Vance Municipal Income 2028 Term Trust

Ticker ETX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Municipal Income 2028 Term Trust is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. It invests in the fixed income markets. The fund invest in stocks of companies operating across the diversified sectors. It was previously known as Eaton Vance Municipal Income Term Trust. Eaton Vance Municipal ...

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