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Creative Planning EVV Position History
Eaton Vance Limited Duration Income Fund • Financial Services
Quarters held
5
Latest value
$1.9M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q4 2025 | $2.3M |
| Q1 2026 | $2.2M |
| Q2 2026 | $2.1M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 225.2K | — | — |
| Q2 2026 | $2.1M | 228.2K | — | — |
| Q1 2026 | $2.2M | 228.6K | — | — |
| Q4 2025 | $2.3M | 228.4K | — | — |
| Q3 2025 | $2.6M | 257.5K | — | — |
Other funds holding EVV
$103.6M
$102M
$102M
$101.5M
$99.1M
$99.1M
$97.5M
$97.4M