180 Wealth Advisors, LLC Gabelli Global Small & Mid Cap Value Trust Transaction History
180 Wealth Advisors, LLC
- $629 Million
- Q3 2024
A detailed history of 180 Wealth Advisors, LLC transactions in Gabelli Global Small & Mid Cap Value Trust stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 87,286 shares of GGZ stock, worth $1.06 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
87,286
Previous 78,340
11.42%
Holding current value
$1.06 Million
Previous $884,000
22.51%
% of portfolio
0.17%
Previous 0.15%
Shares
18 transactions
Others Institutions Holding GGZ
# of Institutions
40Shares Held
2.5MCall Options Held
0Put Options Held
0-
Atlas Wealth LLC Cincinnati, OH613KShares$7.43 Million1.08% of portfolio
-
Morgan Stanley New York, NY334KShares$4.05 Million0.0% of portfolio
-
Private Management Group Inc295KShares$3.57 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$3.49 Million0.0% of portfolio
-
Blue Bell Private Wealth Management, LLC91KShares$1.1 Million0.23% of portfolio
About Gabelli Global Small & Mid Cap Value Trust
- Ticker GGZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- The Gabelli Global Small and Mid Cap Value Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in value stock...