Keudell/Morrison Wealth Management

Position in EOT — Eaton Vance National Municipal Opportunities Trust

CIK 1785498 Salem, OR

Position in EOT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$219,527

-$135,333 QoQ

Shares Held

12,459

-43.0% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3

of 6 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $2,480,161 across 5 Asset Management names. EOT ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFN	PIMCO Income Strategy Fund II	113,772	$811,194
2	ECC	Eagle Point Credit Co	192,533	$716,222
3	PMM	Putnam Managed Municipal Income Trust	57,600	$376,704
4	MUA	Blackrock Muniassets Fund, Inc.	32,381	$356,514
5	EOT	Eaton Vance National Municipal Opportunities Trust This page	12,459	$219,527

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,527	12,459	-43.0%	Shares	Sole	2026-07-15
2025-06-30	$354,860	21,851	+105.2%	Shares	Sole	2025-07-22
2025-03-31	$177,322	10,650	-10.5%	Shares	Sole	2025-04-23
2024-12-31	$195,874	11,900	-2.4%	Shares	Sole	2025-01-23
2024-09-30	$218,900	12,195	-36.7%	Shares	Sole	2024-10-31
2024-06-30	$324,439	19,266	-11.7%	Shares	Sole	2024-07-16
2024-03-31	$361,827	21,810	+6.9%	Shares	Sole	2024-05-07
2023-12-31	$345,269	20,406	-40.1%	Shares	Sole	2024-02-14
2023-09-30	$552,193	34,044	-5.0%	Shares	Sole	2023-10-18
2023-06-30	$622,217	35,842	-3.5%	Shares	Sole	2023-07-20
2023-03-31	$656,493	37,153	+0.0%	Shares	Sole	2023-04-18
2022-12-31	$610,374	37,150	+136.9%	Shares	Sole	2023-01-20
2022-09-30	$258,018	15,685	+34.0%	Shares	Sole	2022-10-12
2022-06-30	$209,348	11,702	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.