Ep Wealth Advisors, LLC Eaton Vance LTD Duration Income Fund Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Eaton Vance LTD Duration Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 13,400 shares of EVV stock, worth $132,660. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,400
Previous 18,600
27.96%
Holding current value
$132,660
Previous $185,000
25.95%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EVV
# of Institutions
163Shares Held
39.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY9.89MShares$97.9 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN5.96MShares$59 Million1.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.01MShares$39.7 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL1.6MShares$15.8 Million0.13% of portfolio
-
Invesco Ltd. Atlanta, GA1.38MShares$13.7 Million0.0% of portfolio
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 ...