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Concurrent Investment Advisors, LLC → EVT
Concurrent Investment Advisors, LLC EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $298K |
| Q4 2025 | $306K |
| Q1 2026 | $317K |
| Q2 2026 | $358K |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 154.4K | — | — |
| Q2 2026 | $358K | 12.9K | — | — |
| Q1 2026 | $317K | 12.9K | — | — |
| Q4 2025 | $306K | 12.1K | — | — |
| Q3 2025 | $298K | 12.2K | — | — |
Other funds holding EVT
$27.4M
$23.9M
$23.8M
$23M