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Eaton Vance Tax Managed Diversified Eq. shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Eaton Vance Tax Managed Diversified Eq.

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Diversified Eq. held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax Managed Diversified Eq. by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $220k 17k 13.36
2023-12-31 $201k 17k 12.19
2023-09-30 $190k 17k 11.54
2023-06-30 $206k 17k 12.46
2023-03-31 $193k 17k 11.67
2022-12-31 $179k 17k 10.86
2022-09-30 $179k 17k 10.85
2022-06-30 $187k 17k 11.33
2022-03-31 $230k 17k 13.94
2021-12-31 $248k 17k 15.03
2021-09-30 $230k 17k 13.94
2021-06-30 $232k 17k 14.06
2021-03-31 $211k 17k 12.79
2020-12-31 $202k 17k 12.24
2020-09-30 $180k 17k 10.91
2020-06-30 $178k 17k 10.79
2020-03-31 $154k 17k 9.33
2019-12-31 $207k 17k 12.55
2019-09-30 $196k 17k 11.88
2019-06-30 $198k 17k 12.00
2019-03-31 $186k 17k 11.27
2018-12-31 $127k 13k 10.16
2018-09-30 $160k 13k 12.80
2018-06-30 $151k 13k 12.08
2018-03-31 $145k 13k 11.60
2017-12-31 $152k 13k 12.16
2017-09-30 $146k 13k 11.68
2017-06-30 $141k 13k 11.28
2017-03-31 $138k 13k 11.04
2016-06-30 $130k 13k 10.40
2016-03-31 $133k 13k 10.64
2015-12-31 $140k 13k 11.20
2015-09-30 $154k 15k 10.30
2015-06-30 $142k 13k 11.36

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

Top funds holding Eaton Vance Tax Managed Diversified Eq.

Raymond James & Associates
Wells Fargo & Company
RFG Advisory
Cornerstone Advisors
Principal Securities
Guggenheim Capital, LLC Managers
UBS Group
Bank of America Corporation
Royal Bank of Canada
Baird Financial
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings
Stifel Financial
Heron Bay Capital Management

View all funds holding Eaton Vance Tax Managed Diversified Eq.