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Eaton Vance Tax Managed Diversified Eq. shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services investment in Eaton Vance Tax Managed Diversified Eq.

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Diversified Eq. held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax Managed Diversified Eq. by Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $586k 44k 13.36
2023-12-31 $527k 43k 12.19
2023-09-30 $386k 34k 11.54
2023-06-30 $356k 29k 12.46
2023-03-31 $329k 28k 11.67
2022-12-31 $305k 28k 10.86

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

Top funds holding Eaton Vance Tax Managed Diversified Eq.

Morgan Stanley
Cornerstone Advisors
Raymond James & Associates
Wells Fargo & Company
RFG Advisory
Principal Securities
LPL Financial
Guggenheim Capital, LLC Managers
UBS Group
Bank of America Corporation
Royal Bank of Canada
Baird Financial
Raymond James Financial Services Advisors
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Eaton Vance Tax Managed Diversified Eq.