AWS
GDV icon

Atria Wealth Solutions’s Gabelli Dividend & Income Trust GDV Stock Holding History

Atria Wealth Solutions’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,907
Closed -$231K – 1968
2023
Q3 		$231K Buy
11,907
+26
+0.2% +$544 ﹤0.01% 1590
2023
Q2 		$251K Buy
11,881
+431
+4% +$8.89K ﹤0.01% 1550
2023
Q1 		$238K Buy
11,450
+87
+0.8% +$1.84K ﹤0.01% 1564
2022
Q4 		$234K Buy
11,363
+68
+0.6% +$1.39K ﹤0.01% 1512
2022
Q3 		$211K Sell
11,295
-505
-4% -$10.7K ﹤0.01% 1522
2022
Q2 		$241K Sell
11,800
-137
-1% -$3.04K ﹤0.01% 1342
2022
Q1 		$294K Buy
+11,937
New +$297K ﹤0.01% 1327

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return