Investment Planning Advisors, Inc. Eaton Vance Tax Managed Buy Write Opportunities Fund Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 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 153,081 shares of ETV stock, worth $2.1 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
153,081
Previous 153,081
-0.0%
Holding current value
$2.1 Million
Previous $2.09 Billion
99.9%
% of portfolio
1.14%
Previous 1.07%
Shares
1 transactions
Others Institutions Holding ETV
# of Institutions
174Shares Held
21MCall Options Held
0Put Options Held
0-
Cornerstone Advisors, LLC Asheville, NC2.06MShares$28.3 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.77MShares$24.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$22.6 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA1.31MShares$17.9 Million0.0% of portfolio
-
International Assets Investment Management, LLC Orlando, FL1.14MShares$15.6 Million0.22% 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 ...