Wt Wealth Management Eaton Vance Floating Rate Income Trust Transaction History

Wt Wealth Management

$300 Million
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	SELL	$12.78 - $13.52 $112,131 - $118,624	-8,774 Reduced 38.59%	13,961 $179,000
Q3 2024 Oct 21, 2024	SELL	$12.73 - $13.57 $26,389 - $28,130	-2,073 Reduced 8.36%	22,735 $291,000
Q2 2024 Oct 21, 2024	BUY	$13.2 - $13.69 $327,465 - $339,621	24,808 New	24,808 $332,000

Others Institutions Holding EFT

# of Institutions

88

Shares Held

8.41M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.34M
Shares

$16.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.11M
Shares

$13.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

766K
Shares

$9.43 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

557K
Shares

$6.86 Million
0.07% of portfolio
Advisors Asset Management, Inc. Monument, CO

493K
Shares

$6.07 Million
0.12% of portfolio

About Eaton Vance Floating-Rate Income Trust

Ticker EFT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Floating-Rate Income Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It invests in fixed income securities operating across diversified sectors. The fund primarily invests in senior, secured floating rate loans. It benchmar...

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wt Wealth Management with notifications on news.