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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by MGB Wealth Management

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by MGB Wealth Management from 13F filings

Historical chart of MGB Wealth Management 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 MGB Wealth Management 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 MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 12k 24.45
2025-06-30 $276k 12k 24.10
2025-03-31 $431k 18k 24.05
2024-12-31 $216k 9.0k 24.05
2024-09-30 $221k 9.0k 24.69
2024-06-30 $270k 11k 23.78
2024-03-31 $259k 11k 23.60
2023-12-31 $244k 11k 22.25

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust S&p Semicndctr (XSD)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded SHS (QTEC)
Alps Etf Tr Alerian Mlp (AMLP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for MGB Wealth Management

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

Morgan Stanley
Raymond James Financial
UBS Group
1607 Capital Partners
McGowan Group Asset Management
Wells Fargo & Company
Joel Isaacson & Co
Karpus Investment Management
LPL Financial
Stratos Wealth Partners
Guggenheim Capital, LLC Managers
Ameriprise Financial
Kingstone Capital Partners Texas
Advisors Asset Management
Polar Securities

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