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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Cooper/haims Advisors

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by Cooper/haims Advisors from 13F filings

Historical chart of Cooper/haims Advisors investment in Eaton V.Tax-Advantaged Dividend Inc Fund

Tip: Access up to 7 years of quarterly data

All positions including Eaton V.Tax-Advantaged Dividend Inc Fund held by Cooper/haims Advisors 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 Cooper/haims Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 9.1k 25.18

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Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Paychex (PAYX)
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Apple (AAPL)
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Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cooper/haims Advisors

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

Raymond James Financial
UBS Group
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
Ameriprise Financial
Kingstone Capital Partners Texas
Advisor Group Holdings
Advisors Asset Management
Polar Securities

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