A detailed history of Wealth Effects LLC transactions in Eaton Vance Tax Managed Diversified Equity Income Fund stock. As of the latest transaction made, Wealth Effects LLC holds 62,697 shares of ETY stock, worth $885,281. This represents 0.31% of its overall portfolio holdings.

Number of Shares
62,697
Previous 62,540 0.25%
Holding current value
$885,281
Previous $762,000 9.84%
% of portfolio
0.31%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$11.85 - $13.41 $1,860 - $2,105
157 Added 0.25%
62,697 $837,000
Q4 2023

Jan 29, 2024

SELL
$10.64 - $12.19 $14,778 - $16,931
-1,389 Reduced 2.17%
62,540 $762,000
Q3 2023

Oct 16, 2023

BUY
$11.39 - $12.67 $512 - $570
45 Added 0.07%
63,929 $737,000
Q2 2023

Jul 18, 2023

BUY
$11.3 - $12.46 $2,203 - $2,429
195 Added 0.31%
63,884 $795,000
Q1 2023

May 04, 2023

SELL
$10.82 - $12.14 $19,811 - $22,228
-1,831 Reduced 2.79%
63,689 $743,000
Q4 2022

Feb 02, 2023

BUY
$10.79 - $12.13 $28,550 - $32,095
2,646 Added 4.21%
65,520 $711,000
Q3 2022

Nov 14, 2022

SELL
$10.75 - $13.34 $2,784 - $3,455
-259 Reduced 0.41%
62,874 $683,000
Q2 2022

Aug 03, 2022

BUY
$11.04 - $14.1 $408 - $521
37 Added 0.06%
63,133 $715,000
Q1 2022

May 16, 2022

BUY
$13.11 - $14.98 $419 - $479
32 Added 0.05%
63,096 $881,000
Q4 2021

Feb 09, 2022

BUY
$13.79 - $15.05 $869,652 - $949,113
63,064 New
63,064 $949,000

Others Institutions Holding ETY

About Eaton Vance Tax-Managed Diversified Equity Income Fund


  • Ticker ETY
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Eaton Vance Tax-Managed Diversified Equity Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying stocks of companies. ...
More about ETY
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