Oregon Pacific Wealth Management, LLC Eaton Vance Senior Floating Rate Trust Transaction History
Oregon Pacific Wealth Management, LLC
- $96.8 Billion
- Q4 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Eaton Vance Senior Floating Rate Trust stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 27,448 shares of EFR stock, worth $305,221. This represents 0.32% of its overall portfolio holdings.
Number of Shares
27,448
Previous 28,814
4.74%
Holding current value
$305,221
Previous $330 Million
7.24%
% of portfolio
0.32%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding EFR
# of Institutions
106Shares Held
9.45MCall 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...