Bergan Kdv Wealth Management, LLC Eaton Vance Risk Managed Diversified Equity Income Fund Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 23, 2018	SELL	$8.9 - $9.73 $228,178 - $249,457	-25,638 Closed	0 $0
Q1 2018 May 03, 2018	BUY	$8.86 - $9.82 $7,663 - $8,494	865 Added 3.49%	25,638 $230,000
Q4 2017 Jan 16, 2018	BUY	$9.06 - $9.63 $131,496 - $139,769	14,514 Added 141.48%	24,773 $239,000
Q3 2017 Oct 18, 2017	BUY	$9.24 - $9.54 $94,793 - $97,870	10,259	10,259 $97,000

Others Institutions Holding ETJ

# of Institutions

91

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

1M
Shares

$9.23 Million
0.02% of portfolio
Guggenheim Capital LLC Chicago, IL

1M
Shares

$9.23 Million
0.07% of portfolio
Cornerstone Advisors, LLC Asheville, NC

902K
Shares

$8.32 Million
0.33% of portfolio
Lpl Financial LLC Fort Mill, SC

885K
Shares

$8.16 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

848K
Shares

$7.82 Million
0.01% of portfolio

About Eaton Vance Risk-Managed Diversified Equity Income Fund

Ticker ETJ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money, short-dated S&P 500 index put options and sells out-of-the-money...

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