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PMFA
Plante Moran Financial Advisors’s
Gabelli Dividend & Income Trust
GDV
Stock Holding History
Plante Moran Financial Advisors’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
-216
Closed
-$5.22K
–
861
2024
Q4
$5.22K
Buy
+216
New
+$5.33K
﹤0.01%
682
2018
Q4
–
Sell
-1,850
Closed
-$44K
–
918
2018
Q3
$44K
Hold
1,850
–
–
0.01%
326
2018
Q2
$42K
Hold
1,850
–
–
0.02%
364
2018
Q1
$41K
Hold
1,850
–
–
0.02%
384
2017
Q4
$43K
Hold
1,850
–
–
0.02%
375
2017
Q3
$41K
Hold
1,850
–
–
0.02%
348
2017
Q2
$40K
Buy
+1,850
New
+$39.7K
0.03%
359
2016
Q1
–
Sell
-5,000
Closed
-$92K
–
922
2015
Q4
$92K
Hold
5,000
–
–
0.07%
201
2015
Q3
$88K
Hold
5,000
–
–
0.07%
193
2015
Q2
$104K
Hold
5,000
–
–
0.07%
184
2015
Q1
$106K
Hold
5,000
–
–
0.07%
180
2014
Q4
$108K
Hold
5,000
–
–
0.08%
177
2014
Q3
$106K
Hold
5,000
–
–
0.09%
162
2014
Q2
$109K
Buy
+5,000
New
+$106K
0.1%
138
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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