A detailed history of Congress Wealth Management LLC transactions in Eaton Vance LTD Duration Income Fund stock. As of the latest transaction made, Congress Wealth Management LLC holds 19,770 shares of EVV stock, worth $200,863. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,770
Holding current value
$200,863
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$9.67 - $10.51 $191,175 - $207,782
19,770 New
19,770 $207,000
Q1 2024

Apr 18, 2024

SELL
$9.51 - $9.99 $247,260 - $259,740
-26,000 Reduced 56.81%
19,770 $192,000
Q4 2023

Feb 09, 2024

BUY
$8.55 - $9.7 $222,300 - $252,199
26,000 Added 131.51%
45,770 $438,000
Q1 2023

Apr 14, 2023

BUY
$9.5 - $10.51 $45,410 - $50,237
4,780 Added 31.89%
19,770 $194,000
Q4 2021

Feb 04, 2022

BUY
$12.84 - $13.38 $192,471 - $200,566
14,990 New
14,990 $196,000

Others Institutions Holding EVV

About EATON VANCE LTD DURATION INCOME FUND


  • Ticker EVV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, government agency mortgage-backed securities, and corporate bonds that are rated below ...
More about EVV
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