Center for Financial Planning, Inc.
Position in EOT — Eaton Vance National Municipal Opportunities Trust
CIK 1803557
SOUTHFIED, MI
Position in EOT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$35,240
+$1,000 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#45
of 52 holders
Holding Since
Sep 2025
4 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, 2026Center for Financial Planning, Inc. holds $3,557,928 across 17 Asset Management names. EOT ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
19,124 | $2,907,421 | |
| 2 | STT |
State Street Corp
|
800 | $135,680 | |
| 3 | BX |
Blackstone Inc.
|
640 | $75,308 | |
| 4 | AMP |
Ameriprise Financial Inc
|
137 | $62,850 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
2,756 | $50,903 | |
| 6 | APO |
Apollo Global Management, Inc.
|
372 | $44,011 | |
| 7 | OWL |
Blue Owl Capital Inc.
|
4,795 | $41,956 | |
| 8 | KF |
Korea Fund Inc
|
500 | $37,605 |
All Filings in EOT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,240 | 2,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $34,240 | 2,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $33,820 | 2,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $99,840 | 6,000 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||