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Eaton Vance Tax Managed Diversified Eq. shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 20k 13.36
2023-09-30 $227k 20k 11.54
2023-06-30 $299k 24k 12.46
2023-03-31 $291k 25k 11.67

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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.