Institute For Wealth Management, Llc. Eaton Vance Short Duration Diversified Income Fund Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 28, 2019	SELL	$13.01 - $13.64 $134,835 - $141,364	-10,364 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$12.13 - $12.98 $125,715 - $134,524	10,364 New	10,364 $129,000
Q2 2018 Aug 10, 2018	SELL	$12.94 - $13.6 $263,316 - $276,746	-20,349 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	$13.67 - $14.36 $208,358 - $218,875	-15,242 Reduced 42.83%	20,349 $290,000
Q3 2017 Nov 14, 2017	BUY	$14.18 - $14.49 $216,131 - $220,856	15,242 Added 74.9%	35,591 $506,000
Q2 2017 Aug 14, 2017	BUY	N/A	20,349	20,349 $285,000

Others Institutions Holding EVG

# of Institutions

51

Shares Held

4.55M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.08M
Shares

$12 Million
0.0% of portfolio
Sit Investment Associates Inc Minneapolis, MN

1.07M
Shares

$11.8 Million
0.27% of portfolio
Morgan Stanley New York, NY

407K
Shares

$4.5 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

340K
Shares

$3.75 Million
0.13% of portfolio
Cambridge Investment Research Advisors, Inc.

185K
Shares

$2.04 Million
0.01% of portfolio

About Eaton Vance Short Duration Diversified Income Fund

Ticker EVG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Short Duration Diversified Income Fund is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, bank deposits denominated in foreign currencies, debt obligations of foreign gove...

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