Summit Financial, LLC
Position in EVTR — Eaton Vance Total Return Bond ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in EVTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 EVTR | $5,487,445 | 108,127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 EVTR | $2,634,379 | 51,153 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 EVTR | $1,649,589 | 32,062 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||