Glassman Wealth Services Eaton Vance Risk Managed Diversified Equity Income Fund Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 05, 2021	SELL	$10.07 - $10.92 $101,425 - $109,986	-10,072 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$9.37 - $10.5 $85,004 - $95,256	9,072 Added 907.2%	10,072 $104,000
Q3 2020 Nov 09, 2020	BUY	$9.48 - $10.34 $9,480 - $10,340	1,000 New	1,000 $10,000

Others Institutions Holding ETJ

# of Institutions

91

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

1M
Shares

$9.33 Million
0.02% of portfolio
Guggenheim Capital LLC Chicago, IL

1M
Shares

$9.33 Million
0.07% of portfolio
Cornerstone Advisors, LLC Asheville, NC

902K
Shares

$8.41 Million
0.33% of portfolio
Lpl Financial LLC Fort Mill, SC

885K
Shares

$8.25 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

848K
Shares

$7.9 Million
0.01% of portfolio

About Eaton Vance Risk-Managed Diversified Equity Income Fund

Ticker ETJ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money, short-dated S&P 500 index put options and sells out-of-the-money...

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