Bergan Kdv Wealth Management, LLC Gabelli Equity Trust Inc Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Gabelli Equity Trust Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 623,338 shares of GAB stock, worth $3.43 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
623,338
Previous 622,514
0.13%
Holding current value
$3.43 Million
Previous $3.57 Million
1.18%
% of portfolio
0.36%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding GAB
# of Institutions
199Shares Held
25.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.74MShares$15.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.34MShares$12.9 Million0.0% of portfolio
-
International Assets Investment Management, LLC Orlando, FL2.3MShares$12.7 Million1.14% of portfolio
-
Commonwealth Equity Services, LLC1.89MShares$10.4 Million0.02% of portfolio
-
Philadelphia Trust CO Philadelphia, PA1.21MShares$6.65 Million0.48% of portfolio
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 ...