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Eaton Vance Tax Managed Diversified Eq. shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Eaton Vance Tax Managed Diversified Eq.

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All positions including Eaton Vance Tax Managed Diversified Eq. held by J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 21k 15.90
2025-06-30 $381k 25k 15.47
2025-03-31 $374k 26k 14.26

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Eaton Vance Tax Managed Diversified Eq.

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

View all funds holding Eaton Vance Tax Managed Diversified Eq.