Monterey Private Wealth, Inc. EVLN Holdings History
Monterey Private Wealth, Inc.'s Eaton Vance Floating-Rate ETF Holding Summary
As of 2025-03-31, Monterey Private Wealth, Inc. held 9,033.00 shares of Eaton Vance Floating-Rate ETF(EVLN), totaling $446,700.00. This investment constitutes 0.13% of their stock portfolio, and Monterey Private Wealth, Inc. now holds 0.04% of the outstanding Eaton Vance Floating-Rate ETF(EVLN) stock.
The initial trade took place in 2025Q1. And since then Monterey Private Wealth, Inc. has made 1 purchases of EVLN, at an average price of $50.22, for a total of 9,033.00 shares. Based on historical transaction data and EVLN's current price of $50.23, Monterey Private Wealth, Inc.'s estimated gain on his EVLN holdings is $73.17, reflecting a 0.02% gain to date.
Monterey Private Wealth, Inc. EVLN ($50.23) Holding Chart
Monterey Private Wealth, Inc. EVLN ($50.23) 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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