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Live Oak Private Wealth LLC → EVT

Live Oak Private Wealth LLC EVT Position History

Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services

Quarters held
4
Latest value
$686K
Q3 2026
Peak value
$686K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$619K
Q1 2026$604K
Q2 2026$681K
Q3 2026$686K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$686K24.6K——
Q2 2026$681K24.6K——
Q1 2026$604K24.6K——
Q4 2025$619K24.6K——

Other funds holding EVT

Other Live Oak Private Wealth LLC positions

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BRK-A

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$30.9M
BRK-A

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$28.8M
DIOD

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GOOGN

ALPHABET INC

$25.1M
AAPL

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$23.5M
SCHW-PJ

SCHWAB CHARLES CORP

$21.6M
Live Oak Private Wealth LLC EVT Holdings: 13F Position History | Track13F