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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $306k 12k 25.18
2025-09-30 $298k 12k 24.45
2025-06-30 $277k 12k 24.10
2025-03-31 $233k 10k 23.27

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

Raymond James Financial
UBS Group
1607 Capital Partners
McGowan Group Asset Management
Joel Isaacson & Co
Wells Fargo & Company
LPL Financial
Stratos Wealth Partners
Karpus Investment Management
Guggenheim Capital, LLC Managers
Ameriprise Financial
Kingstone Capital Partners Texas
Advisor Group Holdings
Advisors Asset Management
Polar Securities

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