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DNP Select Income Fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of DNP Select Income Fund (DNP) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in DNP Select Income Fund

Tip: Access up to 7 years of quarterly data

All positions including DNP Select Income Fund held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DNP Select Income Fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $326k 33k 10.04
2024-06-30 $267k 33k 8.22

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

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