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Eaton Vance Tax Managed Diversified Eq. shares owned by Convergence Financial

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Eaton Vance Tax Managed Diversified Eq.

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Diversified Eq. held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax Managed Diversified Eq. by Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $150k 10k 14.54

More positions owned by Convergence Financial

Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust St Str Sp600grwo (SLYG)
Spdr Series Trust ST STR SP400GRW (MDYG)
Spdr Series Trust ST STR SP600SM C (SLYV)
Spdr Series Trust St Str Sp400val (MDYV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)
Ishares Tr Msci Usa Mmentm (MTUM)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust St Str Aggre Etf (SPAB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Convergence Financial

Top funds holding Eaton Vance Tax Managed Diversified Eq.

Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Invesco
Ameriprise Financial
LPL Financial
Principal Securities
Guggenheim Capital, LLC Managers
Matrix Private Capital Group
Bank of America Corporation
Advisor Group Holdings
RFG Advisory
Baird Financial
Royal Bank of Canada
UBS Group

View all funds holding Eaton Vance Tax Managed Diversified Eq.