Investment Planning Advisors, Inc. Eaton Vance Tax Managed Buy Write Opportunities Fund Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
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 112,591 shares of ETV stock, worth $1.38 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
112,591
Previous 152,979
26.4%
Holding current value
$1.38 Million
Previous $2.2 Million
32.53%
% of portfolio
0.74%
Previous 1.1%
Shares
3 transactions
Others Institutions Holding ETV
# of Institutions
201Shares Held
22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.85MShares$22.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$19.5 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA1.45MShares$17.7 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL1.32MShares$16.1 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL982KShares$12 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 ...