Journey Strategic Wealth LLC Eaton Vance Enhanced Equity Income Fund Transaction History

Journey Strategic Wealth LLC

$2.34 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$14.39 - $16.58 $13,512 - $15,568	-939 Reduced 8.09%	10,661 $176,000
Q3 2022 Nov 14, 2022	BUY	$14.1 - $17.45 $3,525 - $4,362	250 Added 2.2%	11,600 $164,000
Q2 2022 Aug 15, 2022	BUY	$14.31 - $18.64 $5,366 - $6,990	375 Added 3.42%	11,350 $168,000
Q4 2021 Feb 14, 2022	BUY	$17.85 - $20.24 $195,903 - $222,133	10,975 New	10,975 $221,000

Others Institutions Holding EOI

# of Institutions

87

Shares Held

8.51M

Call Options Held

0

Put Options Held

0

Fort Pitt Capital Group, LLC

837K
Shares

$16.9 Million
0.5% of portfolio
Raymond James & Associates St Petersburg, FL

654K
Shares

$13.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

629K
Shares

$12.7 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

617K
Shares

$12.5 Million
0.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

559K
Shares

$11.3 Million
0.02% of portfolio

About Eaton Vance Enhanced Equity Income Fund

Ticker EOI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Enhanced Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in the stocks of large-cap and mid-cap companies with a f...

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