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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → EVT
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
3
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $2.2M |
| Q2 2026 | $3.6M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 132.7K | — | — |
| Q2 2026 | $3.6M | 128.8K | — | — |
| Q1 2026 | $2.2M | 90.8K | — | — |
Other funds holding EVT
$27.4M
$23.9M
$23.8M
$23M