Stockman Wealth Management, Inc. Eaton Vance Tax Managed Buy Write Strategy Fund Transaction History

Stockman Wealth Management, Inc.

$623 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$9.19 - $10.12 $91,900 - $101,199	10,000 New	10,000 $91,000
Q2 2022 Jul 28, 2022	SELL	$9.43 - $11.85 $94,300 - $118,500	-10,000 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$9.83 - $10.76 $98,300 - $107,600	10,000 New	10,000 $108,000

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...

Track This Portfolio

Portfolio Update

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

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.