Arkadios Wealth Advisors Eaton Vance Tax Managed Diversified Equity Income Fund Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$13.79 - $15.05 $74,479 - $81,285	-5,401 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$13.95 - $14.61 $104,150 - $109,078	-7,466 Reduced 58.02%	5,401 $75,000
Q2 2021 Jul 28, 2021	BUY	$12.82 - $14.29 $113,790 - $126,838	8,876 Added 222.4%	12,867 $181,000
Q1 2021 Apr 26, 2021	SELL	$12.01 - $12.88 $5,788 - $6,208	-482 Reduced 10.78%	3,991 $50,000
Q4 2020 Feb 09, 2021	BUY	$10.34 - $12.44 $46,250 - $55,644	4,473 New	4,473 $54,000

Others Institutions Holding ETY

# of Institutions

194

Shares Held

39.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

12M
Shares

$179 Million
0.01% of portfolio
Pathway Financial Advisers, LLC Auburn, IN

5.11M
Shares

$76.3 Million
0.18% of portfolio
Invesco Ltd. Atlanta, GA

1.74M
Shares

$26 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.73M
Shares

$25.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

1.53M
Shares

$22.8 Million
0.01% of portfolio

About Eaton Vance Tax-Managed Diversified Equity Income Fund

Ticker ETY
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Diversified Equity Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying stocks of companies. ...

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