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Eaton Vance Tax Managed Buy Write Opport shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of Eaton Vance Tax Managed Buy Write Opport (ETV) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group investment in Eaton Vance Tax Managed Buy Write Opport

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Buy Write Opport held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax Managed Buy Write Opport by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 524k 13.78
2024-06-30 $6.5M 501k 12.95
2024-03-31 $6.1M 489k 12.45
2023-12-31 $5.2M 424k 12.33

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Apple (AAPL)
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eaton Vance Tax Managed Buy Write Opport (ETV)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Balanced Wealth Group

Top funds holding Eaton Vance Tax Managed Buy Write Opport

Morgan Stanley
LPL Financial
Invesco
Cornerstone Advisors
International Assets Investment Management
Guggenheim Capital, LLC Managers
Raymond James Financial Services Advisors
Bank of America Corporation
Principal Securities
Balanced Wealth Group
Royal Bank of Canada
Penserra Capital Management
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management

View all funds holding Eaton Vance Tax Managed Buy Write Opport