Summit Financial »

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

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

Historical chart of Summit 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 Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $860k 54k 15.90
2025-06-30 $790k 51k 15.47

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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.