Number of Shares
213,255.00
Current Holdings Value*
$1.80 Mil
% of Portfolio
1.29%
Total Estimate Gain
$212,846.37
% of Total Estimate Gain
7.01%

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 $8.98, Financial Alternatives, Inc's estimated gain on his ETJ holdings is $212,846.37, reflecting a 7.01% gain to date.

Financial Alternatives, Inc ETJ ($8.98) Holding Chart

Financial Alternatives, Inc ETJ ($8.98) 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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