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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Eaton V.Tax-Advantaged Dividend Inc Fund

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All positions including Eaton V.Tax-Advantaged Dividend Inc Fund held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $10k 425 24.55

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Ishares Msci Eafe Value Etf Etf (EFV)
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Schwab Us Dividend Equity Etf Etf (SCHD)
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Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Mid-cap Value Etf Etf (VOE)
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Pimco Rafi Esg U.s. Etf Etf (RAFE)
Vanguard Small Cap Value Etf Etf (VBR)
Ge Aerospace Stock (GE)

View all positions for Bruce G. Allen Investments

Top funds holding Eaton V.Tax-Advantaged Dividend Inc Fund

Raymond James Financial
Morgan Stanley
UBS Group
Bank of America Corporation
1607 Capital Partners
McGowan Group Asset Management
Joel Isaacson & Co
Wells Fargo & Company
LPL Financial
Stratos Wealth Partners
Karpus Investment Management
Guggenheim Capital, LLC Managers
Kingstone Capital Partners Texas
Advisor Group Holdings
Advisors Asset Management

View all funds holding Eaton V.Tax-Advantaged Dividend Inc Fund