Cornerstone Wealth Management, LLC Eaton Vance Short Duration Diversified Income Fund Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Eaton Vance Short Duration Diversified Income Fund stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 64,421 shares of EVG stock, worth $723,447. This represents 0.05% of its overall portfolio holdings.
Number of Shares
64,421
Previous 70,078
8.07%
Holding current value
$723,447
Previous $756,000
4.76%
% of portfolio
0.05%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding EVG
# of Institutions
50Shares Held
4.54MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.08MShares$12.2 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN1.07MShares$12 Million0.27% of portfolio
-
Morgan Stanley New York, NY407KShares$4.58 Million0.0% of portfolio
-
International Assets Investment Management, LLC Orlando, FL340KShares$3.82 Million0.13% of portfolio
-
Cambridge Investment Research Advisors, Inc.185KShares$2.07 Million0.01% of portfolio
About Eaton Vance Short Duration Diversified Income Fund
- Ticker EVG
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Eaton Vance Short Duration Diversified Income Fund is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, bank deposits denominated in foreign currencies, debt obligations of foreign gove...