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Eaton Vance Tax Managed Diversified Eq. shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph Wealth Advisors 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 Monograph Wealth Advisors 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 Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 18k 12.19
2023-09-30 $211k 18k 11.54
2023-06-30 $228k 18k 12.46
2023-03-31 $213k 18k 11.67
2022-06-30 $207k 18k 11.34
2022-03-31 $255k 18k 13.97
2021-12-31 $275k 18k 15.07

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Targeted Value ETF Etf (DFAT)
Apple (AAPL)
DFA US Marketwide Value ETF Etf (DFUV)
DFA International Small Cap Value ETF Etf (DISV)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
Vanguard Total Market Index ETF Etf (VTI)
DFA US Small Cap ETF Etf (DFAS)
Alphabet Inc Class A cs (GOOGL)
DFA Intl Value ETF Etf (DFIV)
DFA US Large Cap Value ETF Etf (DFLV)
Microsoft Corporation (MSFT)
Vanguard Small-Cap Value ETF Etf (VBR)

View all positions for Monograph Wealth Advisors

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.