EATON VANCE TAX MNGED BUY WR
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Quartz Partners, LLC | 46,967 | 51,376 | +4,409 | 0.31 | 0.28 | -0.03 | buy |
| Meridian Wealth Management, LLC | 63,635 | 67,455 | +3,820 | 0.04 | 0.04 | -0.00 | buy |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 15,082 | 17,009 | +1,927 | 0.17 | 0.18 | +0.01 | buy |
| CFO4Life Group, LLC | 60,570 | 61,769 | +1,199 | 0.14 | 0.13 | -0.00 | buy |
| WCG Wealth Advisors LLC | 37,769 | 38,596 | +827 | 0.04 | 0.04 | +0.00 | buy |
| SIMS INVESTMENT MANAGEMENT, LLC | 100,600 | 101,100 | +500 | 0.58 | 0.55 | -0.04 | buy |
| Intrua Financial, LLC | 11,261 | 11,352 | +91 | 0.02 | 0.02 | -0.00 | buy |
| VSM Wealth Advisory, LLC | 7,469 | 7,537 | +68 | 0.04 | 0.04 | -0.00 | buy |
| Gould Capital, LLC | 7,426 | 7,456 | +30 | 0.07 | 0.07 | -0.00 | buy |
| Tyche Wealth Partners LLC | 29,011 | 29,027 | +16 | 0.08 | 0.08 | -0.01 | buy |
| King Wealth Management Group | 12,292 | 12,120 | -172 | 0.02 | 0.02 | -0.00 | sell |
| 1607 Capital Partners, LLC | 301,388 | 300,874 | -514 | 0.35 | 0.34 | -0.01 | sell |
| Jacobi Capital Management LLC | 14,646 | 13,855 | -791 | 0.01 | 0.01 | -0.00 | sell |
| Wealth Advisors of Tampa Bay, LLC | 12,500 | 10,500 | -2,000 | 0.07 | 0.05 | -0.02 | sell |
| Cornerstone Advisors, LLC | 46,951 | 21,584 | -25,367 | 0.02 | 0.01 | -0.01 | sell |
| Shaker Financial Services, LLC | 538,006 | 493,646 | -44,360 | 2.82 | 2.54 | -0.28 | sell |