Ep Wealth Advisors, LLC Eaton Vance Short Duration Diversified Income Fund Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Eaton Vance Short Duration Diversified Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 19,355 shares of EVG stock, worth $214,840. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,355
Previous 19,175
0.94%
Holding current value
$214,840
Previous $207,000
4.35%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding EVG
# of Institutions
50Shares Held
4.54MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.08MShares$12 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN1.07MShares$11.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY407KShares$4.52 Million0.0% of portfolio
-
International Assets Investment Management, LLC Orlando, FL340KShares$3.77 Million0.13% of portfolio
-
Cambridge Investment Research Advisors, Inc.185KShares$2.05 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...