Back to EOS

Concurrent Investment Advisors, LLC → EOS

Concurrent Investment Advisors, LLC EOS Position History

Eaton Vance Enhanced Equity Income Fund II • Financial Services

Quarters held
3
Latest value
$213K
Q3 2026
Peak value
$5.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.3M
Q3 2025$4.6M
Q3 2026$213K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$213K10.0K——
Q3 2025$4.6M190.5K——
Q3 2025$5.3M253.5K——

Other funds holding EOS

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