Tradition Wealth Management, LLC Eaton Vance Tax Managed Buy Write Opportunities Fund Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$12.98 - $15.7 $752 - $910	58 Added 2.3%	2,577 $34,000
Q2 2022 Aug 02, 2022	BUY	$13.05 - $15.77 $730 - $883	56 Added 2.27%	2,519 $34,000
Q1 2022 May 11, 2022	BUY	$14.77 - $16.8 $738 - $840	50 Added 2.07%	2,463 $38,000
Q4 2021 Feb 14, 2022	BUY	$15.94 - $16.82 $781 - $824	49 Added 2.07%	2,413 $40,000
Q3 2021 Nov 12, 2021	BUY	$15.99 - $16.71 $751 - $785	47 Added 2.03%	2,364 $38,000
Q2 2021 Aug 09, 2021	BUY	$15.49 - $16.57 $743 - $795	48 Added 2.12%	2,317 $38,000
Q1 2021 May 14, 2021	BUY	$14.85 - $15.58 $727 - $763	49 Added 2.21%	2,269 $35,000
Q4 2020 Feb 16, 2021	BUY	$13.33 - $15.45 $29,592 - $34,299	2,220 New	2,220 $34,000

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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