Concurrent Investment Advisors, LLC
Holdings in DNP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $718,430 | 71,915 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $734,083 | 73,335 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $618,101 | 63,136 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $381,981 | 38,623 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $310,578 | 35,213 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $326,310 | 32,501 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $267,158 | 32,501 | Shares | Sole | 2024-07-30 |