A detailed history of Evernest Financial Advisors, LLC transactions in Gabelli Equity Trust Inc stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 99,398 shares of GAB stock, worth $546,689. This represents 0.15% of its overall portfolio holdings.

Number of Shares
99,398
Previous 96,735 2.75%
Holding current value
$546,689
Previous $503,000 8.35%
% of portfolio
0.15%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$5.15 - $5.6 $13,714 - $14,912
2,663 Added 2.75%
99,398 $545,000
Q2 2024

Aug 07, 2024

BUY
$5.17 - $5.62 $61,383 - $66,726
11,873 Added 13.99%
96,735 $503,000
Q1 2024

May 10, 2024

SELL
$4.97 - $5.72 $23,274 - $26,786
-4,683 Reduced 5.23%
84,862 $442 Million
Q4 2023

May 10, 2024

BUY
$4.59 - $5.33 $19,672 - $22,844
4,286 Added 5.05%
89,148 $453 Million
Q4 2021

Feb 13, 2024

BUY
$6.64 - $7.37 $594,578 - $659,946
89,545 New
89,545 $471 Million

Others Institutions Holding GAB

About GABELLI EQUITY TRUST INC


  • Ticker GAB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • The Gabelli Equity Trust Inc. 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 of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in preferred stock, convertible or exchangeable ...
More about GAB
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.