Spire Wealth Management Eaton Vance Risk Managed Diversified Equity Income Fund Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$7.68 - $8.44 $568 - $624	-74 Reduced 0.95%	7,712 $63,000
Q1 2023 May 09, 2023	BUY	$7.43 - $8.14 $57,315 - $62,791	7,714 Added 10713.89%	7,786 $61,000
Q4 2022 Feb 03, 2023	BUY	$7.41 - $8.67 $533 - $624	72 New	72 $1,000
Q2 2022 Jul 22, 2022	SELL	$8.38 - $9.92 $68,456 - $81,036	-8,169 Reduced 49.41%	8,363 $70,000
Q1 2022 Apr 18, 2022	SELL	$9.19 - $10.73 $142,858 - $166,797	-15,545 Reduced 48.46%	16,532 $163,000
Q4 2021 Jan 14, 2022	BUY	$10.56 - $11.58 $3,569 - $3,914	338 Added 1.06%	32,077 $343,000
Q3 2021 Oct 22, 2021	BUY	$10.69 - $11.68 $2,309 - $2,522	216 Added 0.69%	31,739 $339,000
Q2 2021 Jul 26, 2021	SELL	$10.65 - $11.63 $67,052 - $73,222	-6,296 Reduced 16.65%	31,523 $363,000
Q1 2021 May 21, 2021	BUY	$10.07 - $10.92 $380,837 - $412,983	37,819 New	37,819 $408,000

Others Institutions Holding ETJ

# of Institutions

91

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

1M
Shares

$9.23 Million
0.02% of portfolio
Guggenheim Capital LLC Chicago, IL

1M
Shares

$9.23 Million
0.07% of portfolio
Cornerstone Advisors, LLC Asheville, NC

902K
Shares

$8.32 Million
0.33% of portfolio
Lpl Financial LLC Fort Mill, SC

885K
Shares

$8.16 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

848K
Shares

$7.82 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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