Institute For Wealth Management, Llc. Eaton Vance Tax Advantaged Global Dividend Income Fund Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 28, 2019	SELL	$15.48 - $16.67 $161,255 - $173,651	-10,417 Closed	0 $0
Q2 2019 Aug 02, 2019	SELL	$14.76 - $16.21 $244,514 - $268,534	-16,566 Reduced 61.39%	10,417 $167,000
Q1 2019 May 15, 2019	BUY	$13.52 - $15.88 $223,972 - $263,068	16,566 Added 159.03%	26,983 $546,000
Q4 2018 Feb 08, 2019	SELL	$12.39 - $17.95 $18,708 - $27,104	-1,510 Reduced 12.66%	10,417 $141,000
Q3 2018 Oct 29, 2018	BUY	$17.02 - $17.99 $202,997 - $214,566	11,927 New	11,927 $214,000
Q1 2018 May 15, 2018	SELL	$16.45 - $18.31 $186,987 - $208,129	-11,367 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	$16.75 - $17.62 $25,125 - $26,430	-1,500 Reduced 11.66%	11,367 $200,000
Q3 2017 Nov 14, 2017	BUY	$16.49 - $17.54 $24,734 - $26,310	1,500 Added 13.2%	12,867 $224,000
Q2 2017 Aug 14, 2017	BUY	N/A	11,367	11,367 $198,000

Others Institutions Holding ETG

# of Institutions

95

Shares Held

15.7M

Call Options Held

0

Put Options Held

0

About EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND

Ticker ETG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying value stocks of compa...

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