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DNP Select Income Fund shares owned by Sontag Advisory

Quarter-by-quarter ownership of DNP Select Income Fund (DNP) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in DNP Select Income Fund

Tip: Access up to 7 years of quarterly data

All positions including DNP Select Income Fund held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DNP Select Income Fund by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $191k 21k 9.07
2023-12-31 $178k 21k 8.48
2023-09-30 $199k 21k 9.52

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding DNP Select Income Fund

Morgan Stanley
American Financial Advisors
Royal Bank of Canada
LPL Financial
Baird Financial
Cetera Investment Advisers
Hartline Investment Corporation
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Bank of America Corporation
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Apollon Wealth Management
UBS Group
Raymond James & Associates

View all funds holding DNP Select Income Fund