EVT — EATON VANCE TAX ADVT DIV INC

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in EATON VANCE TAX ADVT DIV INC (EVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 104 -146 -58.4% 0.00% $3K $23.50
2025 Q1 UNCHANGED 250 — 0% 0.00% $6K $21.44
2024 Q4 UNCHANGED 250 — 0% 0.00% $6K $21.70
2024 Q3 UNCHANGED 250 — 0% 0.00% $6K $21.83
2024 Q2 UNCHANGED 250 — 0% 0.00% $6K $20.18
2024 Q1 INITIATED 250 — — 0.00% $6K —
% of Fund (quarterly)    EVT price (monthly, adj. close)

Other funds also holding EVT

As of 2025 Q4 — sorted by position size

McGowan Group Asset Management, Inc. 3Y 7Y 2.45% Shaker Financial Services, LLC 3Y 7Y 1.37% 1607 Capital Partners, LLC 3Y 7Y 1.36% MRA Advisory Group 3Y 0.91% 1776 Wealth LLC 3Y 0.72% Joel Isaacson & Co., LLC 3Y 7Y 0.62% Accel Wealth Management 3Y 0.57% Formidable Asset Management, LLC 3Y 7Y 0.47% SMH CAPITAL ADVISORS INC 3Y 7Y 0.46% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.4%
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