EATON VANCE TAX-ADVANTAGED G
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 114,010 | 151,069 | +37,059 | 1.10 | 1.40 | +0.31 | buy |
| Karpus Management, Inc. | 612,728 | 645,796 | +33,068 | 0.57 | 0.54 | -0.03 | buy |
| 1607 Capital Partners, LLC | 239,386 | 245,856 | +6,470 | 0.50 | 0.47 | -0.02 | buy |
| FLAGSHIP HARBOR ADVISORS, LLC | 131,211 | 133,102 | +1,891 | 0.19 | 0.16 | -0.03 | buy |
| SILVER OAK SECURITIES, INCORPORATED | 22,879 | 23,397 | +518 | 0.05 | 0.05 | -0.00 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10,479 | 10,790 | +311 | 0.05 | 0.04 | -0.01 | buy |
| Dakota Wealth Management | 13,555 | 13,805 | +250 | 0.01 | 0.01 | +0.00 | buy |
| Hennion & Walsh Asset Management, Inc. | 57,815 | 57,895 | +80 | 0.06 | 0.05 | -0.01 | buy |
| Founders Financial Alliance, LLC | 10,187 | 10,259 | +72 | 0.06 | 0.05 | -0.01 | buy |
| Joel Isaacson & Co., LLC | 14,361 | 13,883 | -478 | 0.01 | 0.01 | -0.00 | sell |
| Formidable Asset Management, LLC | 54,614 | 51,874 | -2,740 | 0.22 | 0.24 | +0.02 | sell |