Walled Lake Planning & Wealth Management, LLC Eaton Vance LTD Duration Income Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$12.34 - $12.72 $765 - $788	-62 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$11.38 - $12.53 $660 - $726	-58 Reduced 48.33%	62 $1,000
Q3 2020 Nov 13, 2020	BUY	$11.08 - $11.98 $33 - $35	3 Added 2.56%	120 $1,000
Q2 2020 Aug 18, 2020	BUY	$9.98 - $11.64 $29 - $34	3 Added 2.63%	117 $1,000
Q1 2020 May 15, 2020	BUY	$8.0 - $13.54 $912 - $1,543	114 New	114 $1,000

Others Institutions Holding EVV

# of Institutions

155

Shares Held

35.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

10M
Shares

$104 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

5.09M
Shares

$52.8 Million
1.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.03M
Shares

$31.5 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.55M
Shares

$16.1 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.12M
Shares

$11.6 Million
0.08% of portfolio

View Full List

About EATON VANCE LTD DURATION INCOME FUND

Ticker EVV
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, government agency mortgage-backed securities, and corporate bonds that are rated below ...

More about EVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account