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Mark Sheptoff Financial Planning’s Gabelli Dividend & Income Trust GDV Stock Holding History

Mark Sheptoff Financial Planning’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 		$5.81K Hold
200
– – ﹤0.01% 420
2025
Q4 		$5.55K Buy
+200
New +$5.42K ﹤0.01% 423
2015
Q3 		– Sell
-700
Closed -$15K – 415
2015
Q2 		$15K Hold
700
– – 0.01% 243
2015
Q1 		$15K Hold
700
– – 0.01% 242
2014
Q4 		$15K Hold
700
– – 0.01% 239
2014
Q3 		$15K Sell
700
-700
-50% -$15.2K 0.01% 247
2014
Q2 		$31K Sell
1,400
-76
-5% -$1.61K 0.03% 199
2014
Q1 		$31K Buy
+1,476
New +$30.2K 0.03% 212

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