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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Eaton V.Tax-Advantaged Dividend Inc Fund

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All positions including Eaton V.Tax-Advantaged Dividend Inc Fund held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $24k 875 27.68
2022-06-30 $11k 446 24.66
2022-03-31 $13k 446 29.15

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View all positions for Concord Wealth Partners

Top funds holding Eaton V.Tax-Advantaged Dividend Inc Fund

Raymond James Financial
Morgan Stanley
1607 Capital Partners
UBS Group
Bank of America Corporation
McGowan Group Asset Management
Wells Fargo & Company
Joel Isaacson & Co
LPL Financial
Stratos Wealth Partners
Karpus Investment Management
Guggenheim Capital, LLC Managers
Kingstone Capital Partners Texas
Advisor Group Holdings
Private Advisor

View all funds holding Eaton V.Tax-Advantaged Dividend Inc Fund