Balanced Wealth Group »

DNP Select Income Fund shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of DNP Select Income Fund (DNP) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group investment in DNP Select Income Fund

Tip: Access up to 7 years of quarterly data

All positions including DNP Select Income Fund held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DNP Select Income Fund by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $287k 34k 8.48

More positions owned by Balanced Wealth Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Pfd And Incm Sec (PFF)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Balanced Wealth Group

Top funds holding DNP Select Income Fund

American Financial Advisors
Royal Bank of Canada
Baird Financial
Hartline Investment Corporation
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Bank of America Corporation
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Apollon Wealth Management
UBS Group
Raymond James & Associates
Janney Montgomery Scott
N.E.W. Advisory Services
J.w. Cole Advisors

View all funds holding DNP Select Income Fund