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Concurrent Investment Advisors, LLC → BDJ
Concurrent Investment Advisors, LLC BDJ Position History
BlackRock Enhanced Equity Dividend Trust • Financial Services
Quarters held
3
Latest value
$501K
Q3 2026
Peak value
$505K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $476K |
| Q2 2026 | $505K |
| Q3 2026 | $501K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $501K | 88.9K | — | — |
| Q2 2026 | $505K | 87.9K | — | — |
| Q1 2026 | $476K | 87.9K | — | — |
Other funds holding BDJ
$14.5B
$13.9B
$13.5B
$12.4B
$7.3B
$6.7B
$6.6B
$6.5B