Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
ETO holding history
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ETO overviewAll 13F holders of ETOFull Q2 2026 holdings
- Shares (Q2 2026)
- 10,518
- Value
- $324.7K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,518 | $324.7K | <0.1% | −200−1.9% | Reduced | Holders |
| Q1 2026 | 10,718 | $285.6K | <0.1% | −1,065−9.0% | Reduced | Holders |
| Q4 2025 | 11,783 | $357.6K | <0.1% | −1,275−9.8% | Reduced | Holders |
| Q3 2025 | 13,058 | $359.9K | <0.1% | +13,058 | New | Holders |