Independent Wealth Network Inc. Eaton Vance Senior Floating Rate Trust Transaction History
Independent Wealth Network Inc.
- $208 Million
- Q2 2024
A detailed history of Independent Wealth Network Inc. transactions in Eaton Vance Senior Floating Rate Trust stock. As of the latest transaction made, Independent Wealth Network Inc. holds 84,018 shares of EFR stock, worth $1.06 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
84,018
Previous 76,214
10.24%
Holding current value
$1.06 Million
Previous $993,000
10.57%
% of portfolio
0.53%
Previous 0.48%
Shares
11 transactions
Others Institutions Holding EFR
# of Institutions
90Shares Held
6.64MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$10.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY642KShares$8.09 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.526KShares$6.63 Million0.03% of portfolio
-
Guggenheim Capital LLC Chicago, IL504KShares$6.34 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN405KShares$5.1 Million0.0% of portfolio
About EATON VANCE SENIOR FLOATING RATE TRUST
- Ticker EFR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Eaton Vance Senior Floating-Rate Trust 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. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan In...