Valley Financial Group, Inc.
Position in EVTR — Eaton Vance Total Return Bond ETF
CIK 2010327
AMBLER, PA
All Filings in EVTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 EVTR | $26,351,074 | 519,233 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 EVTR | $25,584,324 | 496,783 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 EVTR | $7,127,008 | 138,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 EVTR | $6,679,642 | 131,321 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 EVTR | $6,088,308 | 120,251 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 EVTR | $5,179,307 | 103,877 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 EVTR | $5,155,239 | 99,522 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||