Sea Crest Wealth Management, LLC Eaton Vance Risk Managed Diversified Equity Income Fund Transaction History

Sea Crest Wealth Management, LLC

$858 Million
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$8.38 - $9.92 $55,693 - $65,928	6,646 New	6,646 $56,000
Q2 2019 Jul 19, 2019	SELL	$9.08 - $9.57 $26,658 - $28,097	-2,936 Closed	0 $0
Q4 2018 Feb 13, 2019	SELL	$7.83 - $10.0 $5,402 - $6,900	-690 Reduced 19.03%	2,936 $24,000
Q2 2018 Aug 03, 2018	SELL	$8.9 - $9.73 $10,680 - $11,676	-1,200 Reduced 24.87%	3,626 $34,000
Q4 2017 Feb 02, 2018	BUY	$9.06 - $9.63 $43,723 - $46,474	4,826	4,826 $46,000

Others Institutions Holding ETJ

# of Institutions

94

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Cornerstone Advisors, LLC Asheville, NC

1.29M
Shares

$11.9 Million
0.46% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

991K
Shares

$9.13 Million
0.02% of portfolio
Guggenheim Capital LLC Chicago, IL

864K
Shares

$7.96 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

852K
Shares

$7.85 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

799K
Shares

$7.36 Million
0.01% of portfolio

About Eaton Vance Risk-Managed Diversified Equity Income Fund

Ticker ETJ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Risk-Managed Diversified 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 primarily invests in common stocks and purchases out-of-the-money, short-dated S&P 500 index put options and sells out-of-the-money...

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