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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Eaton V.Tax-Advantaged Dividend Inc Fund

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All positions including Eaton V.Tax-Advantaged Dividend Inc Fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $483k 23k 21.18
2023-06-30 $509k 22k 22.75
2023-03-31 $498k 22k 22.61
2022-12-31 $494k 22k 22.80
2022-09-30 $463k 21k 21.75
2022-06-30 $633k 27k 23.88
2022-03-31 $770k 27k 28.96
2021-12-31 $786k 26k 29.78
2021-09-30 $714k 26k 27.44
2021-06-30 $708k 26k 27.60
2021-03-31 $878k 32k 27.91
2020-12-31 $29k 1.2k 23.56

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Eaton V.Tax-Advantaged Dividend Inc Fund

Cornerstone Advisors
Bank of America Corporation
UBS Group
Joel Isaacson & Co
Wells Fargo & Company
Raymond James & Associates
Stratos Wealth Partners
Advisor Group Holdings
Raymond James Financial Services Advisors
LPL Financial
Royal Bank of Canada
Guggenheim Capital, LLC Managers
Rivernorth Capital Management
BBK Capital Partners
Commonwealth Equity Services

View all funds holding Eaton V.Tax-Advantaged Dividend Inc Fund