Financial Alternatives, Inc ETJ Holdings History
Number of Shares
213,255.00
Current Holdings Value*
$1.80 Mil
% of Portfolio
1.29%
Total Estimate Gain
$223,509.12
% of Total Estimate Gain
7.36%
Financial Alternatives, Inc's Eaton Vance Risk-Managed Diversified Equity Income Fund Holding Summary
As of 2025-03-31, Financial Alternatives, Inc held 213,255.00 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund(ETJ), totaling $1.80 Mil. This investment constitutes 1.29% of their stock portfolio, and Financial Alternatives, Inc now holds 0.32% of the outstanding Eaton Vance Risk-Managed Diversified Equity Income Fund(ETJ) stock.
The initial trade took place in 2022Q4. In addition, there have been 9 sales at an average price of $8.40 for 159,087.00 shares. Based on historical transaction data and ETJ's current price of $9.03, Financial Alternatives, Inc's estimated gain on his ETJ holdings is $223,509.12, reflecting a 7.36% gain to date.
Financial Alternatives, Inc ETJ ($9.03) Holding Chart
Financial Alternatives, Inc ETJ ($9.03) 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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