MCCARTER PRIVATE WEALTH SERVICES LLC
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 2036922
Boston, MA
Position in ETV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$354,917
+$172,286 QoQ
Shares Held
23,852
+78.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#87
of 193 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $1,462,262 across 4 Asset Management names. ETV ranks #2 (24.3% of the industry book) .
All Filings in ETV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,917 | 23,852 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $182,631 | 13,360 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $344,984 | 24,024 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $342,356 | 24,025 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $333,226 | 24,025 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $369,847 | 25,666 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $382,756 | 27,736 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||