Wealthcare Advisory Partners LLC Eaton Vance LTD Duration Income Fund Transaction History

Wealthcare Advisory Partners LLC

$3 Billion
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$12.59 - $13.26 $11,482 - $12,093	-912 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$12.34 - $12.72 $11,254 - $11,600	912 New	912 $12,000
Q2 2020 Jul 29, 2020	SELL	$9.98 - $11.64 $29,331 - $34,209	-2,939 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$8.0 - $13.54 $5,056 - $8,557	632 Added 27.39%	2,939 $31,000
Q4 2019 Jan 29, 2020	BUY	$12.46 - $13.25 $24 - $26	2 Added 0.09%	2,307 $31,000

Q3 2019 Oct 17, 2019	BUY	$12.39 - $12.69 $25,461 - $26,077	2,055 Added 822.0%	2,305 $29,000
Q3 2017 Nov 15, 2017	BUY	$13.85 - $14.27 $3,462 - $3,567	250	250 $4,000

Others Institutions Holding EVV

# of Institutions

161

Shares Held

37.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

9.43M
Shares

$91.4 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

5.09M
Shares

$49.3 Million
1.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.23M
Shares

$21.7 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.6M
Shares

$15.5 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.24M
Shares

$12 Million
0.15% of portfolio

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 ...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.