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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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 28k 10.04
2024-06-30 $227k 28k 8.21
2024-03-31 $259k 29k 8.93
2023-12-31 $287k 34k 8.48

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View all positions for Balanced Wealth Group

Top funds holding DNP Select Income Fund

Morgan Stanley
LPL Financial
Royal Bank of Canada
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Cambridge Investment Research Advisors
Bank of America Corporation
Apollon Wealth Management
American Financial Advisors
Advisor Group Holdings
J.w. Cole Advisors
Raymond James & Associates
N.E.W. Advisory Services
Foundations Investment Advisors

View all funds holding DNP Select Income Fund