Laidlaw Wealth Management LLC Eaton Vance Tax Managed Buy Write Opportunities Fund Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$12.06 - $12.8 $68,151 - $72,332	5,651 Added 38.1%	20,484 $261,000
Q1 2023 May 12, 2023	BUY	$12.09 - $13.4 $24 - $26	2 Added 0.01%	14,833 $187,000
Q4 2022 Feb 14, 2023	BUY	$11.88 - $14.4 $7,151 - $8,668	602 Added 4.23%	14,831 $182,000
Q3 2022 Nov 14, 2022	SELL	$12.98 - $15.7 $1,285 - $1,554	-99 Reduced 0.69%	14,229 $187,000
Q2 2022 Aug 12, 2022	SELL	$13.05 - $15.77 $13,023 - $15,738	-998 Reduced 6.51%	14,328 $194,000
Q1 2022 May 12, 2022	BUY	$14.77 - $16.8 $31,031 - $35,296	2,101 Added 15.89%	15,326 $239,000
Q4 2021 Feb 14, 2022	BUY	$15.94 - $16.82 $21,758 - $22,959	1,365 Added 11.51%	13,225 $221,000
Q2 2021 Aug 13, 2021	BUY	$15.49 - $16.57 $3,872 - $4,142	250 Added 2.15%	11,860 $193,000
Q1 2021 May 17, 2021	BUY	$14.85 - $15.58 $172,408 - $180,883	11,610 New	11,610 $180,000

Others Institutions Holding ETV

# of Institutions

181

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.82M
Shares

$25.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.62M
Shares

$22.7 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.41M
Shares

$19.8 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

1.21M
Shares

$17 Million
0.66% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.14M
Shares

$16 Million
0.22% of portfolio

About Eaton Vance Tax-Managed Buy-Write Opportunities Fund

Ticker ETV
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Buy-Write Opportunities Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. It is co-managed by Parametric Portfolio Associates LLC. 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 ...

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