1776 Wealth LLC Eaton Vance National Municipal Opportunities Trust Transaction History

1776 Wealth LLC

$213 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$22.07 - $24.0 $192,649 - $209,496	-8,729 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$22.23 - $24.09 $194,045 - $210,281	8,729 New	8,729 $207,000
Q2 2021 Aug 03, 2021	SELL	$22.09 - $23.45 $207,292 - $220,054	-9,384 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$20.36 - $22.74 $191,058 - $213,392	9,384 New	9,384 $211,000
Q3 2020 Nov 12, 2020	SELL	$19.45 - $20.78 $182,518 - $194,999	-9,384 Closed	0 $0
Q1 2020 Apr 23, 2020	BUY	$16.76 - $23.12 $33,520 - $46,240	2,000 Added 27.09%	9,384 $182,000
Q4 2019 Feb 12, 2020	BUY	$21.64 - $24.09 $159,789 - $177,880	7,384 New	7,384 $159,000

Others Institutions Holding EOT

# of Institutions

49

Shares Held

2.6M

Call Options Held

0

Put Options Held

0

1607 Capital Partners, LLC Richmond, VA

601K
Shares

$9.94 Million
0.99% of portfolio
Guggenheim Capital LLC Chicago, IL

323K
Shares

$5.34 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$2.22 Million
0.0% of portfolio
Morgan Stanley New York, NY

133K
Shares

$2.21 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

120K
Shares

$1.99 Million
0.0% of portfolio

About Eaton Vance National Municipal Opportunities Trust

Ticker EOT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance National Municipal Opportunities Trust is a close-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests its assets in municipal obligations. The fund conducts in-house research to make its investments. Eaton Vance National Mun...

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