Xcel Wealth Management, LLC Eaton Vance Tax Advantaged Dividend Income Fund Transaction History
Xcel Wealth Management, LLC
- $314 Million
- Q1 2025
A detailed history of Xcel Wealth Management, LLC transactions in Eaton Vance Tax Advantaged Dividend Income Fund stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 11,370 shares of EVT stock, worth $265,375. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,370
Previous 11,325
0.4%
Holding current value
$265,375
Previous $272,000
2.94%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding EVT
# of Institutions
149Shares Held
14.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY938KShares$21.9 Million0.0% of portfolio
-
Ubs Group Ag925KShares$21.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC910KShares$21.2 Million0.0% of portfolio
-
Mc Gowan Group Asset Management, Inc. Dallas, TX829KShares$19.4 Million3.3% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL708KShares$16.5 Million0.01% of portfolio
About EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND
- Ticker EVT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Eaton Vance Tax-Advantaged Dividend 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 the diversified sectors. The fund primarily invests in dividend paying value stocks of companie...