IHT Wealth Management, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1697490
Chicago, IL
Position in ETY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,142,134
-$224,303 QoQ
Shares Held
445,405
+7.3% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 10.638856770804098.ToString("F0")%
Shared 0.ToString("F0")%
None 89.3611432291959.ToString("F0")%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026IHT Wealth Management, LLC holds $62,312,970 across 66 Asset Management names. ETY ranks #1 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
This page
|
445,405 | $6,142,134 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
926,634 | $4,929,692 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
71,078 | $3,391,842 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
91,873 | $3,255,979 | |
| 5 | MAIN |
Main Street Capital CORP
|
58,056 | $3,074,645 | |
| 6 | ARCC |
Ares Capital Corp
|
168,260 | $3,032,045 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
240,689 | $2,479,096 | |
| 8 | BLK |
BlackRock, Inc.
|
2,363 | $2,272,520 |
All Filings in ETY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,142,134 | 445,405 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,366,437 | 415,022 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,411,993 | 403,270 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,527,972 | 357,335 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,891,736 | 343,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,746,484 | 250,601 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,545,689 | 310,286 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,283,218 | 233,681 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,011,036 | 225,377 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,578,672 | 211,540 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,404,543 | 208,366 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,152,190 | 172,728 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,740,102 | 149,109 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,556,227 | 143,299 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,466,338 | 135,022 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $821,538 | 72,510 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $988,587 | 70,765 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $827,373 | 54,975 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $766,636 | 54,956 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $924,652 | 65,718 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $624,184 | 48,879 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $336,029 | 27,431 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||