Legacy Financial Strategies, LLC
Position in EOT — Eaton Vance National Municipal Opportunities Trust
CIK 1723925
OVERLAND PARK, KS
Position in EOT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$487,792
-$35,172 QoQ
Shares Held
27,684
-9.4% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#24
of 52 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EOT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Financial Strategies, LLC holds $487,792 across 1 Asset Management name. EOT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOT |
Eaton Vance National Municipal Opportunities Trust
This page
|
27,684 | $487,792 |
All Filings in EOT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,792 | 27,684 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $522,964 | 30,547 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $516,549 | 30,547 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $508,302 | 30,547 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $496,083 | 30,547 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $537,595 | 32,288 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $559,475 | 33,990 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $417,983 | 23,286 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $391,917 | 23,273 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $385,899 | 23,261 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $390,158 | 23,059 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $200,592 | 12,367 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||