Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management 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 Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $312k | 13k | 23.60 |
| 2023-12-31 | $297k | 13k | 22.25 |
| 2023-09-30 | $287k | 14k | 21.18 |
| 2023-06-30 | $200k | 8.8k | 22.75 |
| 2021-03-31 | $216k | 8.2k | 26.26 |
More positions owned by Xcel Wealth Management
Home Depot (HD)
View all positions for Xcel Wealth Management
Top funds holding Eaton V.Tax-Advantaged Dividend Inc Fund
View all funds holding Eaton V.Tax-Advantaged Dividend Inc Fund