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Private Wealth Advisors (California)’s Gabelli Dividend & Income Trust GDV Stock Holding History

Private Wealth Advisors (California)’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 		$254K Sell
9,427
-243
-3% -$6.85K 0.07% 90
2025
Q4 		$269K Buy
9,670
+129
+1% +$3.5K 0.1% 80
2025
Q3 		$259K Buy
9,541
+129
+1% +$3.44K 0.1% 76
2025
Q2 		$245K Buy
9,412
+140
+2% +$3.37K 0.1% 77
2025
Q1 		$224K Buy
9,272
+134
+1% +$3.29K 0.09% 81
2024
Q4 		$221K Buy
9,138
+107
+1% +$2.64K 0.1% 82
2024
Q3 		$219K Buy
9,031
+107
+1% +$2.51K 0.09% 77
2024
Q2 		$202K Buy
8,924
+112
+1% +$2.51K 0.09% 77
2024
Q1 		$203K Buy
+8,812
New +$193K 0.08% 75
2022
Q1 		– Sell
-7,781
Closed -$210K – 103
2021
Q4 		$210K Buy
7,781
+27
+0.3% +$719 0.07% 90
2021
Q3 		$204K Buy
7,754
+133
+2% +$3.52K 0.06% 104
2021
Q2 		$201K Buy
+7,621
New +$195K 0.06% 87

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