Want to track EVV and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Eaton Vance Limited Duration Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 202,962 | $1.9M | $1.67M | -$231,376.74 | -12.17% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 8.01M | $87.51M | $66.66M | -$20.86M | -23.83% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 19,000 | $185,430 | $158,555 | -$26,875 | -14.49% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,031 | $174,107.39 | $115,475.13 | -$58,632.26 | -33.68% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 7,000 | $65,800.56 | $58,275 | -$7,525.56 | -11.44% |
| KL Kahyeong Lee Oak Hill Advisors LP | 390,403 | $4.13M | $3.24M | -$890,118.84 | -21.57% |
| TW Todd Wulfson Rock Point Advisors LLC | 39,749 | $519,891 | $327,134.27 | -$192,756.73 | -37.08% |
 Jeff Ameen Spire Wealth Management | 7,838 | $76,736.16 | $65,447.3 | -$11,288.86 | -14.71% |
 Shawn M. McHugh WealthTrust Asset Management LLC | 15,961 | $150,831.45 | $133,034.93 | -$17,796.52 | -11.8% |
| BO Brian Oliveira Clear Street Group Inc. | 2,390 | $22,394 | $19,920.65 | -$2,473.35 | -11.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 114,705 | $1.11M | $944,022.15 | -$167,897.5 | -15.1% |
| HC Harry Cowley Stonegate Investment Group LLC | 18,552 | $243,031.2 | $154,816.44 | -$88,214.76 | -36.3% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 19,770 | $193,152.9 | $164,585.25 | -$28,567.65 | -14.79% |
 William Liberti Wealth Effects LLC | 36,745 | $347,188.25 | $307,371.92 | -$39,816.33 | -11.47% |
 Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,000 | $28,630 | $24,975 | -$3,655 | -12.77% |
 Katherine Saltonstall Sandy Cove Advisors LLC | 15,600 | $159,877 | $130,231.92 | -$29,645.08 | -18.54% |
| MC mike Chen Byrne Asset Management LLC | 4,750 | $61,854 | $39,520.95 | -$22,333.05 | -36.11% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 27,242 | $265,609.5 | $227,334.49 | -$38,275.01 | -14.41% |
 Amanda Hawley Atria Wealth Solutions Inc. | 28,984 | $287,265.91 | $242,016.4 | -$45,249.51 | -15.75% |
 Craig Johnsen Fortitude Advisory Group LLC | 36,756 | $397,894.75 | $302,501.88 | -$95,392.87 | -23.97% |
2026 © Marketlog. All Rights Reserved.
