Herold Advisors, Inc. Eaton Vance Municipal Income 2028 Term Trust Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$19.68 - $21.88 $21,274 - $23,652	-1,081 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$19.63 - $21.61 $21,220 - $23,360	1,081 New	1,081 $22,000
Q4 2021 Jan 20, 2022	SELL	$21.38 - $23.1 $22,662 - $24,486	-1,060 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$22.17 - $23.5 $23,500 - $24,910	1,060 New	1,060 $23,000

Others Institutions Holding ETX

# of Institutions

36

Shares Held

2.4M

Call Options Held

0

Put Options Held

0

Rockefeller Capital Management L.P. New York, NY

556K
Shares

$10.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

405K
Shares

$7.37 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

169K
Shares

$3.07 Million
0.0% of portfolio
Ubs Group Ag

144K
Shares

$2.62 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

131K
Shares

$2.39 Million
0.0% of portfolio

About Eaton Vance Municipal Income 2028 Term Trust

Ticker ETX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Municipal Income 2028 Term Trust is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. It invests in the fixed income markets. The fund invest in stocks of companies operating across the diversified sectors. It was previously known as Eaton Vance Municipal Income Term Trust. Eaton Vance Municipal ...

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