Balanced Wealth Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2023-12-31 $5.2M 424k 12.33

More positions owned by Balanced Wealth Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Pfd And Incm Sec (PFF)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Balanced Wealth Group

Top funds holding Eaton Vance Tax Managed Buy Write Opport

Cornerstone Advisors
Guggenheim Capital, LLC Managers
Raymond James Financial Services Advisors
Bank of America Corporation
UBS Group
Principal Securities
Balanced Wealth Group
Advisor Group Holdings
Royal Bank of Canada
Raymond James & Associates
Franklin Resources
Commonwealth Equity Services
Wells Fargo & Company
Shaker Financial Services
Branch Banking & Trust Company

View all funds holding Eaton Vance Tax Managed Buy Write Opport