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IHT Wealth Management, LLC

Position in EVV — Eaton Vance Ltd Duration Income Fund

CIK 1697490 Chicago, IL

Position in EVV

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$134,778
-$3,664 QoQ
Shares Held
14,384
+36.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#95
of 145 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EVV Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

IHT Wealth Management, LLC holds $65,095,816 across 69 Asset Management names. EVV ranks #63 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in EVV

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $134,778 14,384
2021-09-30 $138,442 10,504
2021-06-30 $2,730,565 205,925
2021-03-31 $2,844,124 225,188
2020-12-31 $3,124,355 249,350
2020-09-30 $2,819,899 249,328
2020-03-31 $2,581,859 244,263