Ifp Advisors, Inc Eaton Vance Tax Managed Buy Write Strategy Fund Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 07, 2019	SELL	$9.35 - $9.72 $14,548 - $15,124	-1,556 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$8.67 - $9.53 $355 - $390	41 Added 2.71%	1,556 $14,000
Q3 2018 Oct 25, 2018	BUY	$8.74 - $9.15 $6,790 - $7,109	777 Added 105.28%	1,515 $0
Q2 2018 Aug 07, 2018	BUY	$9.0 - $9.95 $306 - $338	34 Added 4.83%	738 $0
Q1 2018 Jun 03, 2019	SELL	$9.22 - $10.63 $202 - $233	-22 Reduced 3.03%	704 $7,000
Q1 2018 May 09, 2018	BUY	$9.22 - $10.63 $202 - $233	22 Added 3.13%	726 $0
Q4 2017 Jan 24, 2018	BUY	$10.25 - $11.9 $194 - $226	19 Added 2.77%	704 $0
Q3 2017 Oct 30, 2017	BUY	$11.39 - $11.91 $193 - $202	17 Added 2.54%	685 $8,000
Q2 2017 Jun 03, 2019	SELL	N/A	-2,042 Reduced 75.35%	668 $8,000
Q1 2017 Jun 03, 2019	BUY	N/A	17 Added 0.63%	2,710 $30,000
Q4 2016 Jun 03, 2019	BUY	N/A	30 Added 1.13%	2,693 $31,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,107 Added 71.14%	2,663 $33,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,556	1,556 $14,000

Others Institutions Holding EXD

# of Institutions

1

Shares Held

2.45K

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

2.45K
Shares

$0
0.0% of portfolio

About Eaton Vance Tax-Managed Buy-Write Strategy Fund

Ticker EXD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Buy-Write Strategy Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund is co-managed by Parametric Risk Advisors, LLC. It invests in equity markets. The fund invests directly and through derivatives such as options in stocks of companies. It seeks to benchmark the performance...

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