Kingswood Wealth Advisors, LLC Eaton Vance Tax Managed Diversified Equity Income Fund Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	SELL	$10.64 - $12.19 $117,220 - $134,297	-11,017 Reduced 44.07%	13,983 $170 Million
Q3 2023 Oct 23, 2023	BUY	$11.39 - $12.67 $36,641 - $40,759	3,217 Added 14.77%	25,000 $291 Million
Q2 2023 Aug 09, 2023	BUY	$11.3 - $12.46 $246,147 - $271,416	21,783 New	21,783 $271 Million

Others Institutions Holding ETY

# of Institutions

194

Shares Held

39.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

12M
Shares

$178 Million
0.01% of portfolio
Pathway Financial Advisers, LLC Auburn, IN

5.11M
Shares

$76 Million
0.18% of portfolio
Invesco Ltd. Atlanta, GA

1.74M
Shares

$25.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.73M
Shares

$25.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

1.53M
Shares

$22.7 Million
0.01% of portfolio

About Eaton Vance Tax-Managed Diversified Equity Income Fund

Ticker ETY
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Diversified Equity 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 stocks of companies. ...

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