Atria Wealth Solutions, Inc. Eaton Vance Tax Managed Buy Write Strategy Fund Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 22, 2023	BUY	$9.02 - $9.98 $141,641 - $156,715	15,703 New	15,703 $151,000
Q4 2022 Aug 30, 2023	BUY	$9.19 - $10.12 $144,310 - $158,914	15,703 New	15,703 $144,000
Q3 2022 Nov 14, 2022	BUY	$9.38 - $10.82 $147,294 - $169,906	15,703 New	15,703 $141,000
Q2 2022 Aug 15, 2022	SELL	$9.43 - $11.85 $133,934 - $168,305	-14,203 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$10.75 - $12.72 $152,682 - $180,662	14,203 New	14,203 $167,000

Others Institutions Holding EXD

# of Institutions

1

Shares Held

2.45K

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

2.45K
Shares

$0
0.0% of portfolio

About Eaton Vance Tax-Managed Buy-Write Strategy Fund

Ticker EXD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Buy-Write Strategy Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund is co-managed by Parametric Risk Advisors, LLC. It invests in equity markets. The fund invests directly and through derivatives such as options in stocks of companies. It seeks to benchmark the performance...

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