SAM Advisors, LLC ETW Holdings History

Number of Shares
478,221.00
Current Holdings Value*
$3.89 Mil
% of Portfolio
1.46%
Total Estimate Gain
$-926,853.57
% of Total Estimate Gain
-9.68%

SAM Advisors, LLC's Eaton Vance Tax-mangd Glo Buy-write Oppo Holding Summary

As of 2025-03-31, SAM Advisors, LLC held 478,221.00 shares of Eaton Vance Tax-mangd Glo Buy-write Oppo(ETW), totaling $3.89 Mil. This investment constitutes 1.46% of their stock portfolio, and SAM Advisors, LLC now holds 0.44% of the outstanding Eaton Vance Tax-mangd Glo Buy-write Oppo(ETW) stock.

The initial trade took place in 2021Q3. And since then SAM Advisors, LLC has made 8 purchases of ETW, at an average price of $9.44, for a total of 1.01 Mil shares. In addition, there have been 6 sales at an average price of $8.34 for 536,442.00 shares. Based on historical transaction data and ETW's current price of $8.74, SAM Advisors, LLC's estimated gain on his ETW holdings is $-926,853.57, reflecting a -9.68% gain to date.

SAM Advisors, LLC ETW ($8.74) Holding Chart

SAM Advisors, LLC ETW ($8.74) 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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