Skip to main content

Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

ETY holding history

Eaton Vance Tax-Managed Diversified Equity Income Fund in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETY overviewAll 13F holders of ETYFull Q1 2024 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of ETY by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−4,816−100.0%Sold outHolders
Q2 20224,816$55.0K<0.1%00.0%UnchangedHolders
Q1 20224,816$67.0K<0.1%−1,570−24.6%ReducedHolders
Q4 20216,386$96.0K<0.1%+1,570+32.6%AddedHolders
Q3 20214,816$67.0K<0.1%00.0%UnchangedHolders
Q2 20214,816$68.0K<0.1%−1,560−24.5%ReducedHolders
Q1 20216,376$81.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.