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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by 1776 Wealth

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by 1776 Wealth from 13F filings

Historical chart of 1776 Wealth investment in Eaton V.Tax-Advantaged Dividend Inc Fund

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All positions including Eaton V.Tax-Advantaged Dividend Inc Fund held by 1776 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by 1776 Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 75k 23.60
2023-06-30 $1.5M 65k 22.75
2023-03-31 $1.4M 62k 22.61
2022-12-31 $1.4M 62k 22.80
2022-09-30 $1.6M 73k 21.75
2022-06-30 $1.7M 73k 23.87
2022-03-31 $2.1M 73k 28.97
2021-12-31 $2.3M 76k 29.80
2021-09-30 $2.0M 74k 27.45
2021-06-30 $2.1M 75k 27.64
2021-03-31 $2.0M 75k 26.27
2020-12-31 $1.8M 75k 23.65
2020-09-30 $1.5M 76k 19.69
2020-06-30 $1.7M 86k 19.23
2020-03-31 $1.5M 59k 25.52
2019-12-31 $1.5M 59k 25.52

More positions owned by 1776 Wealth

Apple Incorporated Common (AAPL)
Amazon Com Incorporated Common (AMZN)
Adobe Incorporated Common (ADBE)
First Trust Etf Iv First Trust Enhanced Short Exchange Traded Funds (FTSM)
Microsoft Corporation Common (MSFT)
Abbott Labs Common (ABT)
First Trust Value Line Dividend Index Fund Exchange Traded Funds (FVD)
Palantir Technologies Incorporated Class A Common (PLTR)
Nvidia Corporation Common (NVDA)
Iq Ultra Short Duration Etf Exchange Traded Funds (ULTR)
Tjx Companies Incorporated Common (TJX)
Alphabet Incorporated Cap Stk Class A Common (GOOGL)
Blackstone Incorporated Common (BX)
Ft Vest U.s. Equity Buffer Etf September Exchange Traded Funds (FSEP)
First Trust Institutional Preferred Securities And Exchange Traded Funds (FPEI)

View all positions for 1776 Wealth

Top funds holding Eaton V.Tax-Advantaged Dividend Inc Fund

Cornerstone Advisors
UBS Group
Bank of America Corporation
McGowan Group Asset Management
Morgan Stanley
Joel Isaacson & Co
Karpus Investment Management
Wells Fargo & Company
Raymond James & Associates
Cohen & Steers Capital Management
Stratos Wealth Partners
Advisor Group Holdings
Raymond James Financial Services Advisors
LPL Financial
Royal Bank of Canada

View all funds holding Eaton V.Tax-Advantaged Dividend Inc Fund