Milestone Asset Management Group, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 2063452
AVON, CT
Position in ETY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$186,693
+$9,630 QoQ
Shares Held
12,840
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#140
of 210 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Milestone Asset Management Group, LLC holds $695,119 across 2 Asset Management names. ETY ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
27,438 | $508,426 | |
| 2 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
This page
|
12,840 | $186,693 |
All Filings in ETY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,693 | 12,840 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $177,063 | 12,840 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $196,965 | 12,840 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||