Semus Wealth Partners LLC Eaton Vance Tax Managed Buy Write Opportunities Fund Transaction History

Semus Wealth Partners LLC

$143 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$12.52 - $13.67 $13,947 - $15,228	-1,114 Reduced 9.01%	11,244 $154 Million
Q1 2024 May 07, 2024	SELL	$12.17 - $13.13 $7,606 - $8,206	-625 Reduced 4.81%	12,358 $160 Million
Q4 2023 Jan 23, 2024	BUY	$11.09 - $12.65 $731 - $834	66 Added 0.51%	12,983 $160 Million
Q3 2023 Oct 31, 2023	SELL	$11.89 - $13.35 $9,393 - $10,546	-790 Reduced 5.76%	12,917 $155 Million
Q2 2023 Aug 01, 2023	BUY	$12.06 - $12.8 $808 - $857	67 Added 0.49%	13,707 $175 Million
Q1 2023 Apr 24, 2023	BUY	$12.09 - $13.4 $725 - $804	60 Added 0.44%	13,640 $172 Million
Q4 2022 Feb 08, 2023	BUY	$11.88 - $14.4 $161,330 - $195,552	13,580 New	13,580 $167 Million

Others Institutions Holding ETV

# of Institutions

180

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.82M
Shares

$25.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.62M
Shares

$22.9 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.41M
Shares

$19.9 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

1.21M
Shares

$17.2 Million
0.66% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.14M
Shares

$16.1 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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