Investment Planning Advisors, Inc. Eaton Vance Tax Managed Buy Write Opportunities Fund Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Eaton Vance Tax Managed Buy Write Opportunities Fund stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 152,979 shares of ETV stock, worth $2.03 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
152,979
Previous 153,081
0.07%
Holding current value
$2.03 Million
Previous $2.11 Million
4.6%
% of portfolio
1.1%
Previous 1.14%
Shares
2 transactions
Others Institutions Holding ETV
# of Institutions
199Shares Held
21.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.85MShares$24.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$21.2 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA1.45MShares$19.2 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL1.32MShares$17.5 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL982KShares$13.1 Million0.01% of portfolio
About Eaton Vance Tax-Managed Buy-Write Opportunities Fund
- Ticker ETV
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Eaton Vance Tax-Managed Buy-Write Opportunities Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. It is co-managed by Parametric Portfolio Associates LLC. 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 ...