WEALTHSPAN PARTNERS, LLC EVSD Holdings History
Number of Shares
66,926.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
1.57%
Total Estimate Gain
$31,455.22
% of Total Estimate Gain
0.93%
WEALTHSPAN PARTNERS, LLC's Eaton Vance Short Duration Income ETF Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 66,926.00 shares of Eaton Vance Short Duration Income ETF(EVSD), totaling $3.40 Mil. This investment constitutes 1.57% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 1.38% of the outstanding Eaton Vance Short Duration Income ETF(EVSD) stock.
The initial trade took place in 2025Q1. And since then WEALTHSPAN PARTNERS, LLC has made 1 purchases of EVSD, at an average price of $50.72, for a total of 66,926.00 shares. Based on historical transaction data and EVSD's current price of $51.19, WEALTHSPAN PARTNERS, LLC's estimated gain on his EVSD holdings is $31,455.22, reflecting a 0.93% gain to date.
WEALTHSPAN PARTNERS, LLC EVSD ($51.19) Holding Chart
WEALTHSPAN PARTNERS, LLC EVSD ($51.19) 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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