CURA WEALTH ADVISORS, LLC EVV Holdings History
Number of Shares
456,009.00
Current Holdings Value*
$4.55 Mil
% of Portfolio
1.84%
Total Estimate Gain
$-67,151.36
% of Total Estimate Gain
-1.06%
CURA WEALTH ADVISORS, LLC's Eaton Vance Ltd Duration Income Fund Holding Summary
As of 2025-03-31, CURA WEALTH ADVISORS, LLC held 456,009.00 shares of Eaton Vance Ltd Duration Income Fund(EVV), totaling $4.55 Mil. This investment constitutes 1.84% of their stock portfolio, and CURA WEALTH ADVISORS, LLC now holds 0.39% of the outstanding Eaton Vance Ltd Duration Income Fund(EVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $10.12 for 163,448.00 shares. Based on historical transaction data and EVV's current price of $10.10, CURA WEALTH ADVISORS, LLC's estimated gain on his EVV holdings is $-67,151.36, reflecting a -1.06% gain to date.
CURA WEALTH ADVISORS, LLC EVV ($10.10) Holding Chart
CURA WEALTH ADVISORS, LLC EVV ($10.10) 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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