Alteri Wealth LLC

Position in ETW — Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

CIK 2054980 WESTLAKE VILLAGE, CA

Position in ETW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$529,091

+$38,421 QoQ

Shares Held

54,885

-1.8% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#52

of 173 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $10,235,701 across 26 Asset Management names. ETW ranks #8 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,012	$973,098
2	STK	Columbia Seligman Premium Technology Growth Fund, Inc.	17,447	$939,869
3	BX	Blackstone Inc.	7,288	$857,578
4	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	43,258	$806,329
5	MUC	Blackrock Muniholdings California Quality Fund, Inc.	68,764	$755,716
6	QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	20,790	$626,610
7	BTZ	Blackrock Credit Allocation Income Trust	52,262	$534,117
8	ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund This page	54,885	$529,091

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,091	54,885	-1.8%	Shares	Sole	2026-07-29
2026-03-31	$490,670	55,885	0.0%	Shares	Sole	2026-05-06
2025-12-31	$515,259	55,885	-3.3%	Shares	Sole	2026-02-11
2025-09-30	$523,090	57,800	-1.7%	Shares	Sole	2025-11-10
2025-06-30	$508,853	58,827	-0.0%	Shares	Sole	2025-08-11
2025-03-31	$485,529	58,852	+4.4%	Shares	Sole	2025-05-07
2024-12-31	$474,660	56,373	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.