A detailed history of National Wealth Management Group, LLC transactions in Eaton Vance Tax Managed Buy Write Opportunities Fund stock. As of the latest transaction made, National Wealth Management Group, LLC holds 12,024 shares of ETV stock, worth $164,608. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,024
Previous 12,624 4.75%
Holding current value
$164,608
Previous $163 Million 0.7%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$12.52 - $13.67 $7,512 - $8,202
-600 Reduced 4.75%
12,024 $164 Million
Q4 2023

Feb 01, 2024

SELL
$11.09 - $12.65 $7,763 - $8,855
-700 Reduced 5.25%
12,624 $156 Million
Q1 2023

May 15, 2023

BUY
$12.09 - $13.4 $161,087 - $178,541
13,324 New
13,324 $163 Million
Q2 2022

Nov 17, 2023

BUY
$13.05 - $15.77 $13,702 - $16,558
1,050 Added 8.55%
13,324 $180 Million
Q1 2022

Nov 17, 2023

SELL
$14.77 - $16.8 $15,508 - $17,640
-1,050 Reduced 7.88%
12,274 $192 Million

Others Institutions Holding ETV

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 ...
More about ETV
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.