Balanced Wealth Group LLC Eaton Vance Tax Managed Buy Write Opportunities Fund Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 2024
A detailed history of Balanced Wealth Group LLC transactions in Eaton Vance Tax Managed Buy Write Opportunities Fund stock. As of the latest transaction made, Balanced Wealth Group LLC holds 489,265 shares of ETV stock, worth $6.72 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
489,265
Previous 424,045
15.38%
Holding current value
$6.72 Million
Previous $5.23 Billion
16.52%
% of portfolio
2.71%
Previous 2.72%
Shares
2 transactions
Others Institutions Holding ETV
# of Institutions
164Shares Held
19MCall Options Held
0Put Options Held
0-
Cornerstone Advisors, LLC Asheville, NC2.06MShares$28.4 Million1.11% of portfolio
-
Morgan Stanley New York, NY1.69MShares$23.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.58MShares$21.7 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA1.08MShares$14.8 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL972KShares$13.3 Million0.09% 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 ...