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Eaton Vance Tax Managed Diversified Eq. shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors 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 Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $179k 11k 15.90
2025-06-30 $174k 11k 15.47
2025-03-31 $156k 11k 14.26
2024-12-31 $167k 11k 15.20

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View all positions for Kapstone Financial Advisors

Top funds holding Eaton Vance Tax Managed Diversified Eq.

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
Pathway Financial Advisers

View all funds holding Eaton Vance Tax Managed Diversified Eq.