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Concurrent Investment Advisors, LLC → BOE

Concurrent Investment Advisors, LLC BOE Position History

BlackRock Enhanced Global Dividend Trust

Quarters held
5
Latest value
$192K
Q3 2026
Peak value
$192K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$108K
Q4 2025$112K
Q1 2026$119K
Q2 2026$133K
Q3 2026$192K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$192K20.4K——
Q2 2026$133K13.9K——
Q1 2026$119K13.9K——
Q4 2025$112K11.9K——
Q3 2025$108K11.8K——

Other funds holding BOE

Other Concurrent Investment Advisors, LLC positions

AAPL

APPLE INC

$450.7M
NVDA

NVIDIA CORPORATION

$440.4M
VGES

VANGUARD INDEX FDS

$399.2M
MSFT

MICROSOFT CORP

$367.1M
VGES

VANGUARD INDEX FDS

$352.4M
ETHA

ISHARES TR

$294M
AAPL

APPLE INC

$286.1M
AAPL

APPLE INC

$253.4M
Concurrent Investment Advisors, LLC BOE Holdings: 13F Position History | Track13F