Atria Wealth Solutions, Inc. Eaton Vance Floating Rate Income Trust Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 22, 2023	BUY	$11.11 - $12.15 $198,324 - $216,889	17,851 New	17,851 $205,000
Q1 2023 Jun 14, 2023	BUY	$11.11 - $12.15 $17,564 - $19,209	1,581 Added 8.86%	19,432 $223,000
Q1 2023 May 10, 2023	SELL	$11.11 - $12.15 $17,564 - $19,209	-1,581 Reduced 8.14%	17,851 $205,000
Q4 2022 Aug 30, 2023	BUY	$10.89 - $11.64 $211,614 - $226,188	19,432 New	19,432 $215,000
Q4 2022 Feb 13, 2023	SELL	$10.89 - $11.64 $28,869 - $30,857	-2,651 Reduced 12.0%	19,432 $215,000
Q3 2022 Nov 14, 2022	SELL	$11.07 - $12.97 $100,659 - $117,936	-9,093 Reduced 29.17%	22,083 $251,000
Q2 2022 Aug 15, 2022	BUY	$11.52 - $13.7 $30,090 - $35,784	2,612 Added 9.14%	31,176 $367,000
Q1 2022 May 16, 2022	BUY	$12.81 - $15.4 $365,904 - $439,885	28,564 New	28,564 $378,000

Others Institutions Holding EFT

# of Institutions

86

Shares Held

7.56M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.45M
Shares

$18.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.35M
Shares

$17.6 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

559K
Shares

$7.29 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

472K
Shares

$6.16 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

421K
Shares

$5.49 Million
0.1% of portfolio

About Eaton Vance Floating-Rate Income Trust

Ticker EFT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Floating-Rate Income Trust 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 invests in fixed income securities operating across diversified sectors. The fund primarily invests in senior, secured floating rate loans. It benchmar...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.