WealthTrust Asset Management, LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1867894
Destin, FL
Position in EVV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$160,593
+$58,762 QoQ
Shares Held
16,994
+62.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthTrust Asset Management, LLC holds $2,210,567 across 8 Asset Management names. EVV ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
2,212 | $983,012 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
11,696 | $311,932 | |
| 3 | USA |
Liberty All Star Equity Fund
|
50,851 | $282,223 | |
| 4 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
8,588 | $212,724 | |
| 5 | RIV |
Rivernorth Opportunities Fund, Inc.
|
15,123 | $167,865 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
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|
16,994 | $160,593 | |
| 7 | CMU |
Mfs High Yield Municipal Trust
|
14,229 | $50,939 | |
| 8 | DHY |
Credit Suisse High Yield Credit Fund
|
21,726 | $41,279 |
All Filings in EVV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,593 | 16,994 | Shares | Sole | 2026-05-06 | |
| 2024-06-30 | $101,831 | 10,455 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $101,331 | 10,393 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $98,970 | 10,331 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $92,840 | 10,270 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $104,607 | 11,176 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $111,866 | 11,357 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $106,003 | 11,289 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $105,205 | 11,423 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $117,813 | 11,405 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $259,459 | 22,176 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $288,501 | 22,023 | Shares | Sole | 2022-05-27 | |
| 2021-09-30 | $288,984 | 21,926 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $295,896 | 22,315 | Shares | Sole | 2021-07-09 | |
| No filing history on record for this holder in this stock. | ||||||