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Eaton Vance Tax Managed Buy Write Opport shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management 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 Efficient Wealth Management 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $108k 7.6k 14.28
2024-09-30 $104k 7.6k 13.75
2024-06-30 $102k 7.5k 13.59

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Vanguard Index Fds Mcap Vl Idxvip (VOE)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Eaton Vance Tax Managed Buy Write Opport

Morgan Stanley
LPL Financial
Invesco
Guggenheim Capital, LLC Managers
Raymond James Financial
Cornerstone Advisors
Paragon Financial Partners
Raymond James Financial Services Advisors
UBS Group
Bank of America Corporation
Principal Securities
Balanced Wealth Group
Sims Investment Management
Penserra Capital Management
Royal Bank of Canada

View all funds holding Eaton Vance Tax Managed Buy Write Opport