AWM
GDV icon

Avior Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-444
Closed -$10.7K – 1357
2024
Q4 		$10.7K Hold
444
– – ﹤0.01% 1594
2024
Q3 		$10.9K Hold
444
– – ﹤0.01% 1528
2024
Q2 		$10.1K Sell
444
-260
-37% -$5.83K ﹤0.01% 1515
2024
Q1 		$16.2K Hold
704
– – ﹤0.01% 1694
2023
Q4 		$15.2K Sell
704
-435
-38% -$8.63K ﹤0.01% 927
2023
Q3 		$22.1K Hold
1,139
– – ﹤0.01% 923
2023
Q2 		$24.1K Hold
1,139
– – ﹤0.01% 905
2023
Q1 		$23.7K Hold
1,139
– – ﹤0.01% 920
2022
Q4 		$23.5K Sell
1,139
-450
-28% -$9.22K ﹤0.01% 738
2022
Q3 		$29K Buy
1,589
+435
+38% +$9.26K ﹤0.01% 689
2022
Q2 		$23K Hold
1,154
– – ﹤0.01% 663
2022
Q1 		$28K Buy
+1,154
New +$28.7K ﹤0.01% 668

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return