Polaris Wealth Advisory Group, LLC Eaton Vance Tax Managed Buy Write Strategy Fund Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	$8.29 - $9.05 $20,724 - $22,625	-2,500 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$8.74 - $9.15 $21,850 - $22,875	2,500 New	2,500 $22,000
Q2 2018 Jul 09, 2018	SELL	$9.0 - $9.95 $22,500 - $24,875	-2,500 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$9.22 - $10.63 $23,050 - $26,575	2,500 New	2,500 $24,000

Others Institutions Holding EXD

# of Institutions

1

Shares Held

2.45K

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

2.45K
Shares

$0
0.0% of portfolio

About Eaton Vance Tax-Managed Buy-Write Strategy Fund

Ticker EXD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Buy-Write Strategy Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund is co-managed by Parametric Risk Advisors, LLC. It invests in equity markets. The fund invests directly and through derivatives such as options in stocks of companies. It seeks to benchmark the performance...

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