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Eaton Vance Tax Managed Diversified Eq. shares owned by Pensionmark Financial Group

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

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

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All positions including Eaton Vance Tax Managed Diversified Eq. held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 141k 15.90

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JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
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Meta Platforms Cl A (META)
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Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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.