A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Eaton Vance Senior Floating Rate Trust stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 21,788 shares of EFR stock, worth $281,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,788
Previous 27,734 21.44%
Holding current value
$281,283
Previous $362,000 23.48%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$12.34 - $13.3 $73,373 - $79,081
-5,946 Reduced 21.44%
21,788 $277,000
Q2 2024

Jul 16, 2024

BUY
$12.86 - $13.34 $50,166 - $52,039
3,901 Added 16.37%
27,734 $362,000
Q1 2024

Apr 15, 2024

BUY
$12.67 - $13.24 $633 - $662
50 Added 0.21%
23,833 $310,000
Q4 2023

Jan 30, 2024

BUY
$11.37 - $12.76 $34,701 - $38,943
3,052 Added 14.72%
23,783 $301,000
Q3 2023

Nov 13, 2023

BUY
$11.76 - $12.26 $243,796 - $254,162
20,731 New
20,731 $251,000

Others Institutions Holding EFR

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...
More about EFR
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