Aevitas Wealth Management, Inc. Eaton Vance Municipal Income 2028 Term Trust Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	$18.1 - $20.1 $26,625 - $29,567	-1,471 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$19.26 - $20.23 $308 - $323	16 Added 1.1%	1,471 $29,000
Q2 2018 Aug 10, 2018	BUY	$18.88 - $20.0 $283 - $300	15 Added 1.04%	1,455 $29,000
Q1 2018 May 15, 2018	BUY	$18.85 - $20.57 $301 - $329	16 Added 1.12%	1,440 $27,000
Q4 2017 Feb 13, 2018	BUY	$19.7 - $20.72 $28,052 - $29,505	1,424	1,424 $30,000

Others Institutions Holding ETX

# of Institutions

41

Shares Held

2.5M

Call Options Held

0

Put Options Held

0

Rockefeller Capital Management L.P. New York, NY

537K
Shares

$9.96 Million
0.03% of portfolio
Morgan Stanley New York, NY

429K
Shares

$7.95 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

169K
Shares

$3.13 Million
0.0% of portfolio
Ubs Group Ag

154K
Shares

$2.86 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

119K
Shares

$2.22 Million
0.0% of portfolio

About Eaton Vance Municipal Income 2028 Term Trust

Ticker ETX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Municipal Income 2028 Term Trust is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. It invests in the fixed income markets. The fund invest in stocks of companies operating across the diversified sectors. It was previously known as Eaton Vance Municipal Income Term Trust. Eaton Vance Municipal ...

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