C2C Wealth Management, LLC ETY Holdings History
C2C Wealth Management, LLC's Eaton Vance Tax-mgd Dvsf Eq Inc Fd Holding Summary
As of 2025-06-30, C2C Wealth Management, LLC held 238,094.00 shares of Eaton Vance Tax-mgd Dvsf Eq Inc Fd(ETY), totaling $3.68 Mil. This investment constitutes 3.34% of their stock portfolio, and C2C Wealth Management, LLC now holds 0.15% of the outstanding Eaton Vance Tax-mgd Dvsf Eq Inc Fd(ETY) stock.
The initial trade took place in 2021Q4. And since then C2C Wealth Management, LLC has made 8 purchases of ETY, at an average price of $13.99, for a total of 250,794.00 shares. In addition, there have been 5 sales at an average price of $13.84 for 12,700.00 shares. Based on historical transaction data and ETY's current price of $15.53, C2C Wealth Management, LLC's estimated gain on his ETY holdings is $365,260.20, reflecting a 10.41% gain to date.
C2C Wealth Management, LLC ETY ($15.53) Holding Chart
C2C Wealth Management, LLC ETY ($15.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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