Ethos Financial Group, LLC Eaton Vance Senior Floating Rate Trust Transaction History
Ethos Financial Group, LLC
- $1.2 Billion
- Q4 2025
A detailed history of Ethos Financial Group, LLC transactions in Eaton Vance Senior Floating Rate Trust stock. As of the latest transaction made, Ethos Financial Group, LLC holds 205,537 shares of EFR stock, worth $2.29 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
205,537
Previous 246,196
16.51%
Holding current value
$2.29 Million
Previous $2.82 Million
18.86%
% of portfolio
0.19%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding EFR
# of Institutions
104Shares Held
9.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.04MShares$11.6 Million0.0% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ832KShares$9.25 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC708KShares$7.87 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO573KShares$6.37 Million0.12% of portfolio
-
Invesco Ltd. Atlanta, GA563KShares$6.26 Million0.0% of portfolio
About EATON VANCE SENIOR FLOATING RATE TRUST
- Ticker EFR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan In...