Number of Shares
1.02 Mil
Current Holdings Value*
$8.32 Mil
% of Portfolio
1.39%
Total Estimate Gain
$178,856.95
% of Total Estimate Gain
0.37%

Formidable Asset Management, LLC's Eaton Vance Tax-Mgd Glbl Div Eq Inc Holding Summary

As of 2025-03-31, Formidable Asset Management, LLC held 1.02 Mil shares of Eaton Vance Tax-Mgd Glbl Div Eq Inc(EXG), totaling $8.32 Mil. This investment constitutes 1.39% of their stock portfolio, and Formidable Asset Management, LLC now holds 0.33% of the outstanding Eaton Vance Tax-Mgd Glbl Div Eq Inc(EXG) stock.

The initial trade took place in 2013Q3. And since then Formidable Asset Management, LLC has made 25 purchases of EXG, at an average price of $8.77, for a total of 5.52 Mil shares. In addition, there have been 20 sales at an average price of $8.85 for 4.50 Mil shares. Based on historical transaction data and EXG's current price of $8.61, Formidable Asset Management, LLC's estimated gain on his EXG holdings is $178,856.95, reflecting a 0.37% gain to date.

Formidable Asset Management, LLC EXG ($8.61) Holding Chart

Formidable Asset Management, LLC EXG ($8.61) 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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