Stock TransactionsEATON VANCE RISK-MANAGED DIV

Total Bought
771,389
53 transactions
Total Sold
450,218
31 transactions
Net
+321,171
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
GUGGENHEIM CAPITAL LLC1,148,1331,400,673+252,5400.070.07+0.00buy
LPL Financial LLC2,238,2552,333,233+94,9780.000.00-0.00buy
RAYMOND JAMES FINANCIAL INC1,936,1901,992,486+56,2960.000.00-0.00buy
OSAIC HOLDINGS, INC.1,210,7241,260,719+49,9950.010.01-0.00buy
Advisory Services Network, LLC91,996121,745+29,7490.010.01+0.00buy
TRUIST FINANCIAL CORP028,436+28,4360.000.00+0.00buy
MGO ONE SEVEN LLC025,346+25,3460.000.00+0.00buy
Steward Partners Investment Advisory, LLC120,616145,117+24,5010.010.01+0.00buy
RPO LLC19,44241,442+22,0000.641.41+0.77buy
AMERIPRISE FINANCIAL INC427,823444,704+16,8810.000.00-0.00buy
Private Advisor Group, LLC134,957150,552+15,5950.010.01+0.00buy
NBC SECURITIES, INC.23,65638,327+14,6710.010.02+0.01buy
ENVESTNET ASSET MANAGEMENT INC014,455+14,4550.000.00+0.00buy
Cambridge Investment Research Advisors, Inc.190,940203,865+12,9250.000.00-0.00buy
MORGAN STANLEY725,750738,664+12,9140.000.00-0.00buy
HARBOUR INVESTMENTS, INC.12,57424,249+11,6750.000.00+0.00buy
KMT WEALTH MANAGEMENT, LLC011,230+11,2300.000.08+0.08buy
SageView Advisory Group, LLC60,19868,824+8,6260.020.02+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC21,22728,310+7,0830.000.00+0.00buy
&PARTNERS149,286156,301+7,0150.010.01-0.00buy
STIFEL FINANCIAL CORP47,95253,340+5,3880.000.00+0.00buy
Cetera Investment Advisers56,57561,042+4,4670.000.00-0.00buy
Janney Montgomery Scott LLC62,06066,304+4,2440.000.00-0.00buy
First Heartland Consultants, Inc.125,241129,146+3,9050.080.07-0.01buy
XTX Topco Ltd14,34418,135+3,7910.000.00-0.00buy
Arax Advisory Partners03,050+3,0500.000.00+0.00buy
ROYAL BANK OF CANADA116,319119,235+2,9160.000.00-0.00buy
WEALTH EFFECTS LLC15,07517,796+2,7210.040.04-0.00buy
Ameritas Advisory Services, LLC14,42816,878+2,4500.000.00-0.00buy
B. Riley Wealth Advisors, Inc.17,45519,743+2,2880.010.01-0.00buy
COMMONWEALTH EQUITY SERVICES, LLC47,99150,047+2,0560.000.00-0.00buy
Institute for Wealth Management, LLC.02,005+2,0050.000.00+0.00buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC22,10924,109+2,0000.010.01-0.00buy
CoreCap Advisors, LLC5,0257,025+2,0000.000.00+0.00buy
Larson Financial Group LLC01,750+1,7500.000.00+0.00buy
UBS Group AG92,29794,020+1,7230.000.00-0.00buy
Baird Financial Group, Inc.35,10136,296+1,1950.000.00-0.00buy
Kovack Advisors, Inc.22,38623,450+1,0640.010.01-0.00buy
Integrated Wealth Concepts LLC0967+9670.000.00+0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,2967,053+7570.000.00-0.00buy
Luminist Capital LLC0697+6970.000.01+0.01buy
Rockefeller Capital Management L.P.1,5302,159+6290.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC38,98339,547+5640.000.00-0.00buy
Strategic Financial Concepts, LLC16,10016,600+5000.030.04+0.01buy
BANK OF AMERICA CORP /DE/159,954160,363+4090.000.00-0.00buy
Insight Advisors, LLC/ PA12,14412,426+2820.020.02-0.00buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,5003,750+2500.000.00-0.00buy
Formidable Asset Management, LLC28,37128,583+2120.040.04-0.00buy
Kestra Advisory Services, LLC11,13111,252+1210.000.00-0.00buy
ARMSTRONG ADVISORY GROUP, INC1,6141,652+380.000.00-0.00buy
Founders Financial Alliance, LLC19,12219,153+310.030.02-0.01buy
HighTower Advisors, LLC41,18541,189+40.000.00-0.00buy
PRIMORIS WEALTH ADVISORS, LLC16,07916,083+40.090.06-0.03buy
TWO SIGMA INVESTMENTS, LP133,176133,17600.000.00-0.00hold
PRINCIPAL SECURITIES, INC.13,47413,47400.000.00-0.00hold
PRIVATE TRUST CO NA2,0002,00000.000.00-0.00hold
Manchester Capital Management LLC2,0002,00000.000.00-0.00hold
TD Capital Management LLC1,0231,02300.000.00-0.00hold
WESPAC Advisors, LLC24,00024,00000.110.10-0.01hold
Prospera Financial Services Inc22,68322,68300.000.00-0.00hold
Allworth Financial LP20,11720,11700.000.00+0.00hold
World Investment Advisors11,43511,43500.000.00+0.00hold
Parallel Advisors, LLC23023000.000.00-0.00hold
Stratos Wealth Advisors, LLC28,00028,00000.010.01-0.00hold
Successful Portfolios LLC25,10225,10200.110.10-0.01hold
Vestmark Advisory Solutions, Inc.25,00025,00000.000.00-0.00hold
ELEVATION POINT WEALTH PARTNERS, LLC25,00025,00000.000.00-0.00hold
Geneos Wealth Management Inc.2,4752,47500.000.00-0.00hold
Gladstone Institutional Advisory LLC11,09011,09000.000.00-0.00hold
Princeton Global Asset Management LLC5,7525,75200.010.01-0.00hold
CBIZ Investment Advisory Services, LLC0000.000.000.00hold
HOEY INVESTMENTS, INC2,0002,00000.000.00-0.00hold
Procyon Advisors, LLC12,70012,70000.010.00-0.00hold
GoalVest Advisory LLC56056000.000.00-0.00hold
Marshall Financial Group, LLC12,02512,02500.020.01-0.00hold
WCG Wealth Advisors LLC51,13651,13600.010.01-0.00hold
Colonial Trust Co / SC2,7922,79200.000.00-0.00hold
Creative Capital Management Investments LLC3,5563,55600.010.01-0.00hold
GAMMA Investing LLC8,0008,00000.000.00-0.00hold
Smartleaf Asset Management LLC1,2541,25400.000.00-0.00hold
Everstar Asset Management, LLC16,95516,95500.070.07-0.01hold
VISTA INVESTMENT PARTNERS II, LLC11,03611,03600.040.04-0.00hold
HIGHLINE WEALTH PARTNERS LLC50050000.000.00-0.00hold
NWF Advisory Services Inc.16,30016,30000.020.01-0.00hold
FIFTH THIRD BANCORP2,0842,08400.000.00-0.00hold
MML INVESTORS SERVICES, LLC12,36012,36000.000.00-0.00hold
Diversified Enterprises, LLC11,41911,363-560.010.00-0.00sell
Western Wealth Management, LLC25,91525,619-2960.010.01-0.00sell
Summit Financial, LLC15,32914,941-3880.000.00-0.00sell
CENTAURUS FINANCIAL, INC.74,94774,527-4200.030.02-0.01sell
FLAGSHIP HARBOR ADVISORS, LLC15,19514,631-5640.010.00-0.00sell
Sigma Planning Corp31,62131,054-5670.010.01-0.00sell
WELLS FARGO & COMPANY/MN177,068176,273-7950.000.00-0.00sell
Portfolio Strategies, Inc.31,95630,921-1,0350.030.03-0.01sell
Garden State Investment Advisory Services LLC52,94551,645-1,3000.100.08-0.02sell
David J Yvars Group40,24637,882-2,3640.180.15-0.03sell
Liberty Capital Management, Inc.14,17011,170-3,0000.020.02-0.01sell
Semus Wealth Partners LLC16,58613,497-3,0890.080.05-0.02sell
Advisors Asset Management, Inc.485,611481,799-3,8120.070.06-0.01sell
GWN SECURITIES INC.19,90515,655-4,2500.030.02-0.01sell
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