Back to EVT
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → EVT
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
8
Latest value
$505K
Q3 2026
Peak value
$505K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $183K |
| Q4 2025 | $318K |
| Q1 2026 | $39K |
| Q1 2026 | $288K |
| Q2 2026 | $34K |
| Q2 2026 | $431K |
| Q3 2026 | $14K |
| Q3 2026 | $505K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $505K | 16.7K | — | — |
| Q3 2026 | $14K | 486 | — | — |
| Q2 2026 | $431K | 14.0K | — | — |
| Q2 2026 | $34K | 1.2K | — | — |
| Q1 2026 | $288K | 10.8K | — | — |
| Q1 2026 | $39K | 1.6K | — | — |
| Q4 2025 | $318K | 10.5K | — | — |
| Q4 2025 | $183K | 7.3K | — | — |
Other funds holding EVT
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
$171.5MSTATE STREET SPDR S&P 500 ETF
SPY
$163.8MSTATE STREET SPDR S&P 500 ETF
SPY
$152.9MSTATE STR SPDR S&P 500 ETF TR TR UNIT
SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM