Apollon Wealth Management, LLC Eaton Vance Short Duration Diversified Income Fund Transaction History

Apollon Wealth Management, LLC

$3.14 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$10.02 - $11.65 $172,885 - $201,009	-17,254 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$12.86 - $13.84 $19,058 - $20,510	1,482 Added 9.4%	17,254 $229,000
Q3 2021 Nov 15, 2021	BUY	$13.23 - $14.14 $58,436 - $62,456	4,417 Added 38.9%	15,772 $210,000
Q1 2021 May 17, 2021	BUY	$12.31 - $13.26 $139,780 - $150,567	11,355 New	11,355 $149,000

Others Institutions Holding EVG

# of Institutions

53

Shares Held

4.29M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.26M
Shares

$13.6 Million
0.3% of portfolio
Ameriprise Financial Inc Minneapolis, MN

806K
Shares

$8.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

420K
Shares

$4.54 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

181K
Shares

$1.95 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

180K
Shares

$1.95 Million
0.01% of portfolio

About Eaton Vance Short Duration Diversified Income Fund

Ticker EVG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Short Duration Diversified Income Fund is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, bank deposits denominated in foreign currencies, debt obligations of foreign gove...

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