Clearview Wealth Advisors LLC Gabelli Healthcare & Wellness Rx Trust Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$9.5 - $10.34 $28 - $31	3 Added 2.54%	121 $1,000
Q1 2023 Apr 12, 2023	BUY	$9.49 - $10.56 $9 - $10	1 Added 0.85%	118 $1,000
Q4 2022 Jan 31, 2023	BUY	$9.5 - $10.65 $19 - $21	2 Added 1.74%	117 $1,000
Q3 2022 Oct 18, 2022	BUY	$9.5 - $12.27 $19 - $24	2 Added 1.77%	115 $1,000
Q2 2022 Aug 05, 2022	BUY	$9.84 - $13.19 $9 - $13	1 Added 0.89%	113 $1,000
Q1 2022 Apr 29, 2022	BUY	$12.0 - $13.68 $60 - $68	5 Added 4.67%	112 $1,000
Q3 2021 Nov 02, 2021	BUY	$13.11 - $14.07 $26 - $28	2 Added 1.9%	107 $1,000
Q2 2021 Jul 30, 2021	BUY	$12.46 - $13.57 $12 - $13	1 Added 0.96%	105 $1,000
Q1 2021 May 06, 2021	BUY	$11.8 - $12.69 $11 - $12	1 Added 0.97%	104 $1,000
Q4 2020 Jan 21, 2021	BUY	$9.98 - $11.95 $1,027 - $1,230	103 New	103 $1,000

Others Institutions Holding GRX

# of Institutions

71

Shares Held

5.01M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

1.85M
Shares

$18 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$3.43 Million
0.0% of portfolio
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny

309K
Shares

$3.01 Million
0.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

225K
Shares

$2.19 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

200K
Shares

$1.95 Million
0.05% of portfolio

About Gabelli Healthcare & WellnessRx Trust

Ticker GRX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
The Gabelli Healthcare and Wellness Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in the public equity markets across the globe. The fund seeks to invest in stocks of companies primarily operating in the healthcare and wellness sector. It invests in stocks of co...

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