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Eaton Vance Tax-Managed Global Dive Eq shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of Eaton Vance Tax-Managed Global Dive Eq (EXG) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in Eaton Vance Tax-Managed Global Dive Eq

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All positions including Eaton Vance Tax-Managed Global Dive Eq held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax-Managed Global Dive Eq by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $940k 107k 8.75
2025-03-31 $919k 113k 8.14
2024-12-31 $1.4M 171k 8.17

More positions owned by Steel Peak Wealth Management

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NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Tesla Motors (TSLA)
Advanced Micro Devices (AMD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Palantir Technologies Cl A (PLTR)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Steel Peak Wealth Management

Top funds holding Eaton Vance Tax-Managed Global Dive Eq

Morgan Stanley
Invesco
LPL Financial
Raymond James Financial
Karpus Investment Management
Wells Fargo & Company
Advisors Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Allspring Global Investments Holdings
Stifel Financial
BBK Capital Partners
Ameriprise Financial
Cohen & Steers Capital Management

View all funds holding Eaton Vance Tax-Managed Global Dive Eq