Number of Shares
288,572.00
Current Holdings Value*
$6.72 Mil
% of Portfolio
2.61%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
5.32%

Shaker Financial Services, LLC's EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND Holding Summary

As of 2025-03-31, Shaker Financial Services, LLC held 288,572.00 shares of EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND(EVT), totaling $6.72 Mil. This investment constitutes 2.61% of their stock portfolio, and Shaker Financial Services, LLC now holds 0.39% of the outstanding EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND(EVT) stock.

The initial trade took place in 2013Q4. And since then Shaker Financial Services, LLC has made 16 purchases of EVT, at an average price of $21.98, for a total of 1.00 Mil shares. In addition, there have been 14 sales at an average price of $22.84 for 714,601.00 shares. Based on historical transaction data and EVT's current price of $23.95, Shaker Financial Services, LLC's estimated gain on his EVT holdings is $1.17 Mil, reflecting a 5.32% gain to date.

Shaker Financial Services, LLC EVT ($23.95) Holding Chart

Shaker Financial Services, LLC EVT ($23.95) 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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