GJWM
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Gilliland Jeter Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Gilliland Jeter 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
2026
Q1 		$707K Buy
26,258
+301
+1% +$8.49K 0.21% 92
2025
Q4 		$721K Buy
25,957
+288
+1% +$7.81K 0.22% 90
2025
Q3 		$696K Buy
25,669
+286
+1% +$7.63K 0.21% 95
2025
Q2 		$660K Buy
25,383
+301
+1% +$7.25K 0.22% 97
2025
Q1 		$605K Buy
25,082
+299
+1% +$7.34K 0.21% 98
2024
Q4 		$599K Buy
24,783
+235
+1% +$5.8K 0.2% 96
2024
Q3 		$600K Buy
24,548
+2,437
+11% +$57.2K 0.19% 100
2024
Q2 		$502K Sell
22,111
-1,303
-6% -$29.2K 0.17% 109
2024
Q1 		$538K Buy
23,414
+126
+0.5% +$2.77K 0.19% 110
2023
Q4 		$504K Buy
+23,288
New +$462K 0.21% 105

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return