Johnson & White Wealth Management, LLC

Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund

CIK 1954136 YORK, PA

Position in EVT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$374,095

+$42,179 QoQ

Shares Held

13,515

-0.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#22

of 49 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Johnson & White Wealth Management, LLC holds $754,673 across 3 Asset Management names. EVT ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund This page	13,515	$374,095
2	NMZ	Nuveen Municipal High Income Opportunity Fund	26,941	$284,766
3	JPC	Nuveen Preferred & Income Opportunities Fund	12,159	$95,812

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,095	13,515	-0.0%	Shares	Sole	2026-07-16
2026-03-31	$331,916	13,520	-3.1%	Shares	Sole	2026-04-15
2025-12-31	$351,336	13,953	-2.7%	Shares	Sole	2026-02-05
2025-09-30	$350,710	14,344	-0.0%	Shares	Sole	2025-10-15
2025-06-30	$345,859	14,351	+47.7%	Shares	Sole	2025-07-17
2025-03-31	$226,161	9,719	+1.5%	Shares	Sole	2025-04-10
2024-12-31	$230,399	9,580	-1.6%	Shares	Sole	2025-01-13
2024-09-30	$240,332	9,734	+0.3%	Shares	Sole	2024-10-03
2024-06-30	$226,099	9,708	-0.8%	Shares	Sole	2024-07-19
2024-03-31	$231,067	9,791	-0.3%	Shares	Sole	2024-04-10
2023-12-31	$218,561	9,823	-4.5%	Shares	Sole	2024-01-17
2023-09-30	$217,921	10,289	-0.8%	Shares	Sole	2023-10-12
2023-06-30	$235,894	10,369	+0.3%	Shares	Sole	2023-07-25
2023-03-31	$233,787	10,340	+42.3%	Shares	Sole	2023-04-17
2022-12-31	$165,619	7,264	-34.0%	Shares	Sole	2023-01-18
2022-09-30	$239,380	11,006	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.