Ep Wealth Advisors, LLC Eaton Vance Short Duration Diversified Income Fund Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
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 10,380 shares of EVG stock, worth $111,585. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,380
Previous 19,355
46.37%
Holding current value
$111,585
Previous $211,000
46.45%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EVG
# of Institutions
50Shares Held
4.54MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.41MShares$15.1 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN902KShares$9.69 Million0.23% of portfolio
-
Morgan Stanley New York, NY357KShares$3.83 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC288KShares$3.1 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA158KShares$1.7 Million0.0% 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...