N.E.W. Advisory Services »

Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services 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 N.E.W. Advisory Services 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 V.Tax-Advantaged Dividend Inc Fund by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $51k 2.0k 25.18
2025-09-30 $49k 2.0k 24.45
2025-06-30 $49k 2.0k 24.10
2025-03-31 $50k 2.2k 23.27

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for N.E.W. Advisory Services

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