Curio Wealth, LLC Eaton Vance Enhanced Equity Income Fund Transaction History

Curio Wealth, LLC

$244 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$18.72 - $21.24 $19,056 - $21,622	-1,018 Reduced 99.9%	1 $21.2 Million
Q4 2024 Feb 10, 2025	BUY	$19.62 - $21.98 $19,992 - $22,397	1,019 New	1,019 $21.2 Million

Others Institutions Holding EOI

# of Institutions

102

Shares Held

10.7M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

1.09M
Shares

$21.8 Million
0.01% of portfolio
Fort Pitt Capital Group, LLC

828K
Shares

$16.6 Million
0.47% of portfolio
Morgan Stanley New York, NY

820K
Shares

$16.4 Million
0.0% of portfolio
Kovitz Investment Group Partners, LLC

797K
Shares

$16 Million
0.07% of portfolio
Raymond James & Associates St Petersburg, FL

694K
Shares

$13.9 Million
0.01% of portfolio

About Eaton Vance Enhanced Equity Income Fund

Ticker EOI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Enhanced Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in the stocks of large-cap and mid-cap companies with a f...

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