Avantax Advisory Services, Inc. Eaton Vance Tax Managed Buy Write Opportunities Fund Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$11.09 - $12.65 $56,559 - $64,515	-5,100 Reduced 21.29%	18,860 $232,000
Q3 2023 Nov 07, 2023	SELL	$11.89 - $13.35 $13,721 - $15,405	-1,154 Reduced 4.6%	23,960 $286,000
Q2 2023 Aug 11, 2023	SELL	$12.06 - $12.8 $38,772 - $41,152	-3,215 Reduced 11.35%	25,114 $320,000
Q1 2023 Apr 28, 2023	SELL	$12.09 - $13.4 $76,505 - $84,795	-6,328 Reduced 18.26%	28,329 $357,000
Q4 2022 Feb 13, 2023	SELL	$11.88 - $14.4 $65,660 - $79,588	-5,527 Reduced 13.75%	34,657 $425,000
Q3 2022 Nov 01, 2022	SELL	$12.98 - $15.7 $7,813 - $9,451	-602 Reduced 1.48%	40,184 $528,000
Q2 2022 Aug 02, 2022	SELL	$13.05 - $15.77 $159,966 - $193,308	-12,258 Reduced 23.11%	40,786 $551,000
Q1 2022 Apr 27, 2022	BUY	$14.77 - $16.8 $783,459 - $891,139	53,044 New	53,044 $829,000

Others Institutions Holding ETV

# of Institutions

180

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.82M
Shares

$25.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.62M
Shares

$22.9 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.41M
Shares

$19.9 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

1.21M
Shares

$17.2 Million
0.66% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.14M
Shares

$16.1 Million
0.22% of portfolio

About Eaton Vance Tax-Managed Buy-Write Opportunities Fund

Ticker ETV
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Buy-Write Opportunities Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. It is co-managed by Parametric Portfolio Associates LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The ...

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