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Eaton shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Eaton

Tip: Access up to 7 years of quarterly data

All positions including Eaton held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $134k 406 330.05
2024-06-30 $11k 36 305.56
2024-03-31 $10k 30 333.33
2023-12-31 $7.0k 27 259.26
2023-09-30 $7.6k 37 205.88
2023-06-30 $4.6k 24 190.48
2023-03-31 $0 5 0.00

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Efficient Wealth Management

Top funds holding Eaton

Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Bank of America Corporation
Massachusetts Financial Services
Morgan Stanley
Geode Capital Management
Capital World Investors
Nuveen Asset Management
Jennison Associates
Northern Trust
Alliancebernstein
Raymond James & Associates

View all funds holding Eaton