Strait & Sound Wealth Management LLC

Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund

CIK 1966210 SAN FRANCISCO, CA

Position in ETY

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$518,862

-$57,385 QoQ

Shares Held

37,626

+0.2% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Strait & Sound Wealth Management LLC holds $1,825,698 across 5 Asset Management names. ETY ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEF	Sprott Physical Gold & Silver Trust	12,822	$611,865
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund This page	37,626	$518,862
3	PHYS	Sprott Physical Gold Trust	8,786	$311,375
4	NKX	Nuveen California Amt-Free Quality Municipal Income Fund	19,718	$234,644
5	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	17,200	$148,952

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$518,862	37,626	+0.2%	Shares	Sole	2026-05-18
2025-12-31	$576,247	37,565	+0.7%	Shares	Sole	2026-02-04
2025-09-30	$593,292	37,314	-2.4%	Shares	Sole	2025-10-21
2025-06-30	$591,727	38,250	+0.3%	Shares	Sole	2025-07-31
2025-03-31	$543,933	38,144	+6.4%	Shares	Sole	2025-05-16
2024-12-31	$535,822	35,841	-5.0%	Shares	Sole	2025-02-18
2024-09-30	$552,539	37,716	+3.0%	Shares	Sole	2024-11-18
2024-06-30	$514,398	36,612	+0.6%	Shares	Sole	2024-08-14
2024-03-31	$486,103	36,385	+0.2%	Shares	Sole	2024-05-10
2023-12-31	$442,460	36,297	+1.5%	Shares	Sole	2024-02-08
2023-09-30	$412,555	35,750	-0.2%	Shares	Sole	2023-11-16
2023-06-30	$446,317	35,820	+6.5%	Shares	Sole	2023-08-30
2023-03-31	$392,368	33,622	+7.0%	Shares	Sole	2023-08-30
2022-12-31	$341,275	31,425	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.