A detailed history of Wealth Plan Partners, LLC transactions in Gabelli Dividend & Income Trust stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 141,496 shares of GDV stock, worth $3.25 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
141,496
Previous 139,806 1.21%
Holding current value
$3.25 Million
Previous $3.03 Billion 7.48%
% of portfolio
0.34%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$20.99 - $22.98 $35,473 - $38,836
1,690 Added 1.21%
141,496 $3.25 Billion
Q4 2023

Jan 05, 2024

BUY
$18.17 - $21.66 $401,884 - $479,075
22,118 Added 18.79%
139,806 $3.03 Billion
Q3 2023

Nov 01, 2023

BUY
$19.37 - $21.91 $216,595 - $244,997
11,182 Added 10.5%
117,688 $2.29 Billion
Q2 2023

Jul 31, 2023

BUY
$19.84 - $21.13 $604,862 - $644,190
30,487 Added 40.1%
106,506 $2.25 Billion
Q1 2023

May 10, 2023

BUY
$19.82 - $22.36 $372,616 - $420,368
18,800 Added 32.86%
76,019 $1.58 Billion
Q4 2022

Feb 16, 2023

BUY
$18.65 - $21.93 $1.07 Million - $1.25 Million
57,219 New
57,219 $1.27 Billion

Others Institutions Holding GDV

About GABELLI DIVIDEND & INCOME TRUST


  • Ticker GDV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • The Gabelli Dividend & Income 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 of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of...
More about GDV
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, 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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.