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Eaton Vance Tax Managed Buy Write Opport shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Eaton Vance Tax Managed Buy Write Opport (ETV) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Eaton Vance Tax Managed Buy Write Opport

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Buy Write Opport held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax Managed Buy Write Opport by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 17k 12.93
2023-12-31 $259k 21k 12.33

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JPMorgan Chase & Co. (JPM)
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Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
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View all positions for Turtle Creek Wealth Advisors

Top funds holding Eaton Vance Tax Managed Buy Write Opport

Cornerstone Advisors
Morgan Stanley
LPL Financial
Guggenheim Capital, LLC Managers
Raymond James Financial Services Advisors
Bank of America Corporation
UBS Group
Principal Securities
Balanced Wealth Group
Advisor Group Holdings
Raymond James & Associates
Royal Bank of Canada
Shaker Financial Services
Franklin Resources
Commonwealth Equity Services

View all funds holding Eaton Vance Tax Managed Buy Write Opport