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Eaton Vance Tax-Managed Global Buy-Write shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Eaton Vance Tax-Managed Global Buy-Write (ETW) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Eaton Vance Tax-Managed Global Buy-Write

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax-Managed Global Buy-Write held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax-Managed Global Buy-Write by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $64k 7.8k 8.20
2023-09-30 $60k 7.8k 7.64

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Eaton Vance Tax-Managed Global Buy-Write

Bank of America Corporation
Guggenheim Capital, LLC Managers
Raymond James & Associates
Cornerstone Advisors
CNH Partners
Baird Financial
Wolverine Asset Management
Royal Bank of Canada
UBS Group
Advisors Asset Management
Flagship Harbor Advisors
Cambridge Investment Research Advisors
Landscape Capital Management
SAM Advisors
Shaker Financial Services

View all funds holding Eaton Vance Tax-Managed Global Buy-Write